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Cape Investment Advisory’s Steel Dynamics STLD Stock Holding History

Cape Investment Advisory’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
2023
Q4 		– Sell
-1,355
Closed -$145K – 1209
2023
Q3 		$145K Hold
1,355
– – 0.08% 174
2023
Q2 		$148K Hold
1,355
– – 0.08% 164
2023
Q1 		$153K Buy
+1,355
New +$158K 0.09% 149

Other funds holding STLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cape Investment Advisory's STLD Position: Q4 2023 in Review

Cape Investment Advisory sold out of Steel Dynamics (STLD) in Q4 2023, closing a stake of 1,355 shares — an estimated $145K sold.

Cape Investment Advisory first reported a position in STLD in Q1 2023 and held it in 3 quarters. The position peaked at $153K in Q1 2023. 766 funds tracked by Wall St. Rank hold STLD as of Q4 2023.

  • Cape Investment Advisory reported no remaining Steel Dynamics position as of Q4 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 1,355 Steel Dynamics shares in Q4 2023, an estimated $145K.
  • Cape Investment Advisory first reported a position in Steel Dynamics in Q1 2023 and held it in 3 quarters.
  • Cape Investment Advisory's Steel Dynamics position peaked at $153K in Q1 2023.
  • 766 funds tracked by Wall St. Rank held Steel Dynamics as of Q4 2023.

Based on Cape Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.