YorkBridge Wealth Partners’s Nucor NUE Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-941	Closed	-$52K	–	495
2019 Q2	$52K	Buy	941 +136	+17%	+$7.47K	0.02%	364
2019 Q1	$47K	Buy	805 +5	+0.6%	+$293	0.02%	368
2018 Q4	$41K	Buy	800 +9	+1%	+$532	0.02%	351
2018 Q3	$51K	Sell	791 -110	-12%	-$7.04K	0.02%	353
2018 Q2	$56K	Buy	901 +8	+0.9%	+$511	0.02%	354
2018 Q1	$55K	Sell	893 -42	-4%	-$2.78K	0.03%	361
2017 Q4	$58K	Sell	935 -356	-28%	-$20.8K	0.03%	361
2017 Q3	$72K	Sell	1,291 -121	-9%	-$6.84K	0.04%	333
2017 Q2	$83K	Hold	1,412	–	–	0.04%	307
2017 Q1	$87K	Sell	1,412 -714	-34%	-$43.6K	0.05%	297
2016 Q4	$134K	Buy	+2,126	New	+$119K	0.08%	199

Other funds holding NUE

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

YorkBridge Wealth Partners's NUE Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Nucor (NUE) in Q3 2019, closing a stake of 941 shares — an estimated $52K sold.

YorkBridge Wealth Partners first reported a position in NUE in Q4 2016 and held it in 11 quarters. The position peaked at $134K in Q4 2016. 743 funds tracked by Wall St. Rank hold NUE as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Nucor position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 941 Nucor shares in Q3 2019, an estimated $52K.
YorkBridge Wealth Partners first reported a position in Nucor in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Nucor position peaked at $134K in Q4 2016.
743 funds tracked by Wall St. Rank held Nucor as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.