WMS Partners’s Nucor NUE Stock Holding History

WMS Partners’s Portfolio NUE Stock Details NUE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,047	Closed	-$234K	–	295
2021 Q4	$234K	Sell	2,047 -270	-12%	-$29.5K	0.05%	188
2021 Q3	$228K	Hold	2,317	–	–	0.03%	245
2021 Q2	$222K	Buy	+2,317	New	+$217K	0.03%	236

Other funds holding NUE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WMS Partners's NUE Position: Q1 2022 in Review

WMS Partners sold out of Nucor (NUE) in Q1 2022, closing a stake of 2,047 shares — an estimated $234K sold.

WMS Partners first reported a position in NUE in Q2 2021 and held it in 3 quarters. The position peaked at $234K in Q4 2021. 1,104 funds tracked by Wall St. Rank hold NUE as of Q1 2022.

WMS Partners reported no remaining Nucor position as of Q1 2022 after selling out during the quarter.
WMS Partners sold 2,047 Nucor shares in Q1 2022, an estimated $234K.
WMS Partners first reported a position in Nucor in Q2 2021 and held it in 3 quarters.
WMS Partners's Nucor position peaked at $234K in Q4 2021.
1,104 funds tracked by Wall St. Rank held Nucor as of Q1 2022.

Based on WMS Partners's 13F filing for Q1 2022, filed 10 May 2022.