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Barrett Asset Management’s Steel Dynamics STLD Stock Holding History

Barrett Asset 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
2022
Q1 		– Sell
-275
Closed -$17K – 403
2021
Q4 		$17K Hold
275
– – ﹤0.01% 501
2021
Q3 		$16K Buy
+275
New +$17.6K ﹤0.01% 400

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Barrett Asset Management's STLD Position: Q1 2022 in Review

Barrett Asset Management sold out of Steel Dynamics (STLD) in Q1 2022, closing a stake of 275 shares — an estimated $17K sold.

Barrett Asset Management first reported a position in STLD in Q3 2021 and held it in 2 quarters. The position peaked at $17K in Q4 2021. 608 funds tracked by Wall St. Rank hold STLD as of Q1 2022.

  • Barrett Asset Management reported no remaining Steel Dynamics position as of Q1 2022 after selling out during the quarter.
  • Barrett Asset Management sold 275 Steel Dynamics shares in Q1 2022, an estimated $17K.
  • Barrett Asset Management first reported a position in Steel Dynamics in Q3 2021 and held it in 2 quarters.
  • Barrett Asset Management's Steel Dynamics position peaked at $17K in Q4 2021.
  • 608 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2022.

Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.