Aquila Investment Management’s Steel Dynamics STLD Stock Holding History

Aquila Investment Management’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	$756K	Hold	6,000	–	–	0.84%	40
2024 Q2	$777K	Hold	6,000	–	–	0.73%	49
2024 Q1	$889K	Hold	6,000	–	–	0.76%	54
2023 Q4	$709K	Sell	6,000 -4,000	-40%	-$446K	0.61%	64
2023 Q3	$1.07M	Buy	10,000 +6,000	+150%	+$625K	0.99%	48
2023 Q2	$436K	Sell	4,000 -6,000	-60%	-$610K	0.36%	85
2023 Q1	$1.13M	Hold	10,000	–	–	0.93%	54
2022 Q4	$977K	Sell	10,000 -10,000	-50%	-$962K	0.76%	63
2022 Q3	$1.42M	Sell	20,000 -4,000	-17%	-$303K	1.06%	40
2022 Q2	$1.59M	Hold	24,000	–	–	1.13%	37
2022 Q1	$2M	Sell	24,000 -10,000	-29%	-$675K	1.13%	35
2021 Q4	$2.11M	Buy	+34,000	New	+$2.13M	1.02%	57

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