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Carroll Financial Associates’s Steel Dynamics STLD Stock Holding History

Carroll Financial Associates’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
Q4 		$0 Hold
1
– – ﹤0.01% 1919
2021
Q3 		$0 Sell
1
-988
-100% -$63.1K ﹤0.01% 1938
2021
Q2 		$58K Buy
989
+988
+98,800% +$58K ﹤0.01% 766
2021
Q1 		$0 Hold
1
– – ﹤0.01% 1763
2020
Q4 		$0 Hold
1
– – ﹤0.01% 1662
2020
Q3 		$0 Hold
1
– – ﹤0.01% 1664
2020
Q2 		$0 Hold
1
– – ﹤0.01% 1681
2020
Q1 		$0 Buy
+1
New +$27 ﹤0.01% 1659

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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 $178B AUM 37.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carroll Financial Associates's STLD Position: Q4 2021 in Review

Carroll Financial Associates held its Steel Dynamics (STLD) position steady in Q4 2021 at 1 share worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Carroll Financial Associates first reported a position in STLD in Q1 2020 and has held it in 8 quarters since. The position peaked at $58K in Q2 2021. 573 funds tracked by Wall St. Rank hold STLD as of Q4 2021.

  • Carroll Financial Associates held 1 share of Steel Dynamics worth $0 as of Q4 2021.
  • Carroll Financial Associates left its Steel Dynamics share count unchanged in Q4 2021.
  • Steel Dynamics made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1919 holding.
  • Carroll Financial Associates first reported a position in Steel Dynamics in Q1 2020 and has held it in 8 quarters since.
  • Carroll Financial Associates's Steel Dynamics position peaked at $58K in Q2 2021.
  • 573 funds tracked by Wall St. Rank held Steel Dynamics as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.