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Advisor Partners II’s Steel Dynamics STLD Stock Holding History

Advisor Partners II’s Portfolio STLD Stock Details STLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$627K Buy
5,844
+291
+5% +$30.3K 0.03% 630
2023
Q2 		$605K Buy
5,553
+356
+7% +$36.2K 0.03% 538
2023
Q1 		$588K Buy
5,197
+656
+14% +$76.3K 0.03% 494
2022
Q4 		$444K Buy
4,541
+280
+7% +$26.9K 0.03% 555
2022
Q3 		$302K Buy
+4,261
New +$323K 0.02% 616

Other funds holding STLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Partners II's STLD Position: Q3 2023 in Review

Advisor Partners II increased its Steel Dynamics (STLD) stake by 5.2% in Q3 2023, buying an estimated $30.3K and bringing the position to 5,844 shares worth $627K. The position accounts for 0.03% of the portfolio, ranked #630.

Advisor Partners II first reported a position in STLD in Q3 2022 and has held it in 5 quarters since. 687 funds tracked by Wall St. Rank hold STLD as of Q3 2023.

  • Advisor Partners II held 5,844 shares of Steel Dynamics worth $627K as of Q3 2023.
  • Advisor Partners II bought 291 Steel Dynamics shares in Q3 2023, an estimated $30.3K.
  • Steel Dynamics made up 0.03% of Advisor Partners II's portfolio in Q3 2023, its #630 holding.
  • Advisor Partners II first reported a position in Steel Dynamics in Q3 2022 and has held it in 5 quarters since.
  • 687 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.