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Avalon Investment & Advisory’s Steel Dynamics STLD Stock Holding History

Avalon Investment & Advisory’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
2018
Q3 		– Sell
-71,800
Closed -$3.3M – 369
2018
Q2 		$3.3M Buy
71,800
+6,311
+10% +$299K 0.1% 180
2018
Q1 		$2.9M Buy
65,489
+33,719
+106% +$1.55M 0.09% 171
2017
Q4 		$1.37M Buy
31,770
+1,085
+4% +$41.7K 0.04% 232
2017
Q3 		$1.06M Sell
30,685
-836
-3% -$29.3K 0.03% 247
2017
Q2 		$1.13M Buy
+31,521
New +$1.09M 0.04% 246

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Avalon Investment & Advisory's STLD Position: Q3 2018 in Review

Avalon Investment & Advisory sold out of Steel Dynamics (STLD) in Q3 2018, closing a stake of 71,800 shares — an estimated $3.3M sold.

Avalon Investment & Advisory first reported a position in STLD in Q2 2017 and held it in 5 quarters. The position peaked at $3.3M in Q2 2018. 517 funds tracked by Wall St. Rank hold STLD as of Q3 2018.

  • Avalon Investment & Advisory reported no remaining Steel Dynamics position as of Q3 2018 after selling out during the quarter.
  • Avalon Investment & Advisory sold 71,800 Steel Dynamics shares in Q3 2018, an estimated $3.3M.
  • Avalon Investment & Advisory first reported a position in Steel Dynamics in Q2 2017 and held it in 5 quarters.
  • Avalon Investment & Advisory's Steel Dynamics position peaked at $3.3M in Q2 2018.
  • 517 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2018.

Based on Avalon Investment & Advisory's 13F filing for Q3 2018, filed 14 Nov 2018.