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BerganKDV Wealth Management’s Steel Dynamics STLD Stock Holding History

BerganKDV Wealth 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
2020
Q2 		– Sell
-27
Closed -$1K – 1082
2020
Q1 		$1K Hold
27
– – ﹤0.01% 879
2019
Q4 		$1K Buy
+27
New +$862 ﹤0.01% 896

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State Street
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Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

BerganKDV Wealth Management's STLD Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Steel Dynamics (STLD) in Q2 2020, closing a stake of 27 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in STLD in Q4 2019 and held it in 2 quarters. The position peaked at $1K in Q1 2020. 409 funds tracked by Wall St. Rank hold STLD as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Steel Dynamics position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 27 Steel Dynamics shares in Q2 2020, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Steel Dynamics in Q4 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's Steel Dynamics position peaked at $1K in Q1 2020.
  • 409 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.