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Balasa Dinverno & Foltz’s Steel Dynamics STLD Stock Holding History

Balasa Dinverno & Foltz’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
Q3 		$868K Buy
12,233
+6,338
+108% +$480K 0.05% 141
2022
Q2 		$390K Buy
+5,895
New +$472K 0.02% 229

Other funds holding STLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Balasa Dinverno & Foltz's STLD Position: Q3 2022 in Review

Balasa Dinverno & Foltz increased its Steel Dynamics (STLD) stake by 108% in Q3 2022, buying an estimated $480K and bringing the position to 12,233 shares worth $868K. The position accounts for 0.05% of the portfolio, ranked #141.

Balasa Dinverno & Foltz first reported a position in STLD in Q2 2022 and has held it in 2 quarters since. 588 funds tracked by Wall St. Rank hold STLD as of Q3 2022.

  • Balasa Dinverno & Foltz held 12,233 shares of Steel Dynamics worth $868K as of Q3 2022.
  • Balasa Dinverno & Foltz bought 6,338 Steel Dynamics shares in Q3 2022, an estimated $480K.
  • Steel Dynamics made up 0.05% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #141 holding.
  • Balasa Dinverno & Foltz first reported a position in Steel Dynamics in Q2 2022 and has held it in 2 quarters since.
  • 588 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.