Altshuler Shaham’s Steel Dynamics STLD Stock Holding History

Altshuler Shaham’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
2024 Q3	–	Sell	-27	Closed	-$3.5K	–	364
2024 Q2	$3.5K	Sell	27 -249	-90%	-$33.2K	﹤0.01%	268
2024 Q1	$40.9K	Sell	276 -93	-25%	-$11.7K	﹤0.01%	103
2023 Q4	$43.6K	Sell	369 -172	-32%	-$19.2K	﹤0.01%	134
2023 Q3	$58K	Sell	541 -345	-39%	-$35.9K	﹤0.01%	134
2023 Q2	$96.5K	Buy	886 +78	+10%	+$7.94K	﹤0.01%	129
2023 Q1	$91.4K	Buy	808 +618	+325%	+$71.8K	﹤0.01%	154
2022 Q4	$18.6K	Sell	190 -1,714	-90%	-$165K	﹤0.01%	367
2022 Q3	$135K	Sell	1,904 -125	-6%	-$9.46K	﹤0.01%	138
2022 Q2	$134K	Sell	2,029 -789	-28%	-$63.2K	﹤0.01%	149
2022 Q1	$236K	Buy	2,818 +327	+13%	+$22.1K	﹤0.01%	200
2021 Q4	$155K	Buy	+2,491	New	+$156K	﹤0.01%	269
2020 Q2	–	Sell	-29	Closed	-$1K	–	547
2020 Q1	$1K	Hold	29	–	–	﹤0.01%	422
2019 Q4	$1K	Buy	29 +20	+222%	+$638	﹤0.01%	474
2019 Q3	$0	Buy	+9	New	+$266	﹤0.01%	544

Other funds holding STLD

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return