Berman Capital Advisors’s Steel Dynamics STLD Stock Holding History

Berman Capital Advisors’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
2021 Q3	$66K	Buy	1,150 +451	+65%	+$28.8K	0.01%	573
2021 Q2	$41K	Buy	699 +59	+9%	+$3.46K	0.01%	657
2021 Q1	$32K	Buy	640 +443	+225%	+$18.7K	0.01%	635
2020 Q4	$7K	Buy	197 +1	+0.5%	+$35	﹤0.01%	1058
2020 Q3	$5K	Buy	196 +6	+3%	+$172	﹤0.01%	1063
2020 Q2	$4K	Buy	190 +50	+36%	+$1.25K	﹤0.01%	1084
2020 Q1	$3K	Sell	140 -106	-43%	-$2.9K	﹤0.01%	1068
2019 Q4	$8K	Hold	246	–	–	﹤0.01%	840
2019 Q3	$7K	Buy	246 +69	+39%	+$2.04K	﹤0.01%	853
2019 Q2	$5K	Buy	177 +70	+65%	+$2.14K	﹤0.01%	973
2019 Q1	$3K	Buy	107 +22	+26%	+$782	﹤0.01%	1026
2018 Q4	$2K	Buy	+85	New	+$3.21K	﹤0.01%	901

Other funds holding STLD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's STLD Position: Q3 2021 in Review

Berman Capital Advisors increased its Steel Dynamics (STLD) stake by 65% in Q3 2021, buying an estimated $28.8K and bringing the position to 1,150 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #573.

Berman Capital Advisors first reported a position in STLD in Q4 2018 and has held it in 12 quarters since. 544 funds tracked by Wall St. Rank hold STLD as of Q3 2021.

Berman Capital Advisors held 1,150 shares of Steel Dynamics worth $66K as of Q3 2021.
Berman Capital Advisors bought 451 Steel Dynamics shares in Q3 2021, an estimated $28.8K.
Steel Dynamics made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #573 holding.
Berman Capital Advisors first reported a position in Steel Dynamics in Q4 2018 and has held it in 12 quarters since.
544 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.