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Barrett & Company’s Steel Dynamics STLD Stock Holding History

Barrett & Company’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 		– Sell
-100
Closed -$12.9K – 606
2024
Q2 		$12.9K Buy
100
+50
+100% +$6.67K 0.01% 411
2024
Q1 		$7.41K Hold
50
– – ﹤0.01% 459
2023
Q4 		$5.91K Buy
+50
New +$5.57K ﹤0.01% 458

Other funds holding STLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Barrett & Company's STLD Position: Q3 2024 in Review

Barrett & Company sold out of Steel Dynamics (STLD) in Q3 2024, closing a stake of 100 shares — an estimated $12.9K sold.

Barrett & Company first reported a position in STLD in Q4 2023 and held it in 3 quarters. The position peaked at $12.9K in Q2 2024. 788 funds tracked by Wall St. Rank hold STLD as of Q3 2024.

  • Barrett & Company reported no remaining Steel Dynamics position as of Q3 2024 after selling out during the quarter.
  • Barrett & Company sold 100 Steel Dynamics shares in Q3 2024, an estimated $12.9K.
  • Barrett & Company first reported a position in Steel Dynamics in Q4 2023 and held it in 3 quarters.
  • Barrett & Company's Steel Dynamics position peaked at $12.9K in Q2 2024.
  • 788 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2024.

Based on Barrett & Company's 13F filing for Q3 2024, filed 24 Oct 2024.