Annex Advisory Services’s Steel Dynamics STLD Stock Holding History

Annex Advisory Services’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
2025 Q3	–	Sell	-2,000	Closed	-$256K	–	343
2025 Q2	$256K	Hold	2,000	–	–	0.01%	275
2025 Q1	$250K	Sell	2,000 -150	-7%	-$19K	0.01%	264
2024 Q4	$245K	Buy	2,150 +150	+8%	+$19.9K	0.01%	270
2024 Q3	$252K	Hold	2,000	–	–	0.01%	249
2024 Q2	$259K	Hold	2,000	–	–	0.01%	241
2024 Q1	$296K	Hold	2,000	–	–	0.01%	230
2023 Q4	$236K	Hold	2,000	–	–	0.01%	237
2023 Q3	$214K	Hold	2,000	–	–	0.01%	239
2023 Q2	$218K	Hold	2,000	–	–	0.01%	237
2023 Q1	$226K	Buy	+2,000	New	+$233K	0.01%	218

Other funds holding STLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

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

Annex Advisory Services's STLD Position: Q3 2025 in Review

Annex Advisory Services sold out of Steel Dynamics (STLD) in Q3 2025, closing a stake of 2,000 shares — an estimated $256K sold.

Annex Advisory Services first reported a position in STLD in Q1 2023 and held it in 10 quarters. The position peaked at $296K in Q1 2024. 805 funds tracked by Wall St. Rank hold STLD as of Q3 2025.

Annex Advisory Services reported no remaining Steel Dynamics position as of Q3 2025 after selling out during the quarter.
Annex Advisory Services sold 2,000 Steel Dynamics shares in Q3 2025, an estimated $256K.
Annex Advisory Services first reported a position in Steel Dynamics in Q1 2023 and held it in 10 quarters.
Annex Advisory Services's Steel Dynamics position peaked at $296K in Q1 2024.
805 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2025.

Based on Annex Advisory Services's 13F filing for Q3 2025, filed 17 Oct 2025.