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Advisor Partners’s Steel Dynamics STLD Stock Holding History

Advisor Partners’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
2022
Q2 		$347K Sell
5,250
-1,131
-18% -$90.6K 0.02% 593
2022
Q1 		$532K Sell
6,381
-428
-6% -$28.9K 0.03% 493
2021
Q4 		$423K Sell
6,809
-228
-3% -$14.3K 0.03% 560
2021
Q3 		$405K Buy
7,037
+262
+4% +$16.7K 0.03% 539
2021
Q2 		$397K Buy
6,775
+375
+6% +$22K 0.03% 573
2021
Q1 		$325K Sell
6,400
-261
-4% -$11K 0.02% 606
2020
Q4 		$246K Buy
+6,661
New +$231K 0.02% 641
2020
Q1 		– Sell
-6,105
Closed -$202K – 694
2019
Q4 		$202K Buy
+6,105
New +$195K 0.02% 602
2018
Q4 		– Sell
-5,037
Closed -$228K – 658
2018
Q3 		$228K Buy
5,037
+68
+1% +$3.13K 0.03% 553
2018
Q2 		$228K Buy
4,969
+218
+5% +$10.3K 0.04% 500
2018
Q1 		$210K Buy
4,751
+57
+1% +$2.63K 0.04% 521
2017
Q4 		$218K Buy
+4,694
New +$181K 0.04% 508

Other funds holding STLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Advisor Partners's STLD Position: Q2 2022 in Review

Advisor Partners reduced its Steel Dynamics (STLD) stake by 18% in Q2 2022, selling an estimated $90.6K and leaving 5,250 shares worth $347K. The position accounts for 0.02% of the portfolio, ranked #593.

Advisor Partners first reported a position in STLD in Q4 2017 and has held it in 12 quarters since. The position peaked at $532K in Q1 2022. 600 funds tracked by Wall St. Rank hold STLD as of Q2 2022.

  • Advisor Partners held 5,250 shares of Steel Dynamics worth $347K as of Q2 2022.
  • Advisor Partners sold 1,131 Steel Dynamics shares in Q2 2022, an estimated $90.6K.
  • Steel Dynamics made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #593 holding.
  • Advisor Partners first reported a position in Steel Dynamics in Q4 2017 and has held it in 12 quarters since.
  • Advisor Partners's Steel Dynamics position peaked at $532K in Q1 2022.
  • 600 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.