Covestor’s Steel Dynamics STLD Stock Holding History

Covestor’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
2026 Q1	$24K	Sell	132 -91	-41%	-$16.6K	0.02%	1045
2025 Q4	$38K	Sell	223 -80	-26%	-$12.7K	0.02%	1016
2025 Q3	$42K	Buy	303 +93	+44%	+$12.2K	0.02%	989
2025 Q2	$27K	Sell	210 -103	-33%	-$13.2K	0.02%	1134
2025 Q1	$39K	Sell	313 -326	-51%	-$41.3K	0.03%	939
2024 Q4	$73K	Sell	639 -312	-33%	-$41.5K	0.05%	694
2024 Q3	$120K	Buy	951 +93	+11%	+$11.3K	0.08%	414
2024 Q2	$111K	Buy	858 +94	+12%	+$12.6K	0.07%	426
2024 Q1	$114K	Sell	764 -194	-20%	-$24.4K	0.07%	456
2023 Q4	$113K	Sell	958 -354	-27%	-$39.5K	0.08%	417
2023 Q3	$141K	Sell	1,312 -106	-7%	-$11K	0.11%	248
2023 Q2	$155K	Sell	1,418 -156	-10%	-$15.9K	0.12%	222
2023 Q1	$178K	Sell	1,574 -657	-29%	-$76.4K	0.16%	139
2022 Q4	$218K	Sell	2,231 -1,127	-34%	-$108K	0.18%	88
2022 Q3	$238K	Buy	3,358 +1,441	+75%	+$109K	0.21%	60
2022 Q2	$127K	Sell	1,917 -2,232	-54%	-$179K	0.1%	283
2022 Q1	$346K	Buy	4,149 +1,921	+86%	+$130K	0.23%	45
2021 Q4	$138K	Buy	+2,228	New	+$139K	0.19%	67

Other funds holding STLD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

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

Geode Capital Management

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Life Cycle Investment Partners London $15.7B AUM

Holocene Advisors

Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return