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Disciplined Investments’s Steel Dynamics STLD Stock Holding History

Disciplined Investments’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
Q3 		– Sell
-51
Closed -$5.55K – 1354
2023
Q2 		$5.55K Sell
51
-7
-12% -$712 ﹤0.01% 398
2023
Q1 		$6.56K Sell
58
-1
-2% -$116 ﹤0.01% 393
2022
Q4 		$5.76K Buy
59
+2
+4% +$192 ﹤0.01% 383
2022
Q3 		$4K Buy
57
+19
+50% +$1.44K ﹤0.01% 474
2022
Q2 		$3K Sell
38
-5
-12% -$401 ﹤0.01% 578
2022
Q1 		$4K Buy
+43
New +$2.9K ﹤0.01% 522

Other funds holding STLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Disciplined Investments's STLD Position: Q3 2023 in Review

Disciplined Investments sold out of Steel Dynamics (STLD) in Q3 2023, closing a stake of 51 shares — an estimated $5.55K sold.

Disciplined Investments first reported a position in STLD in Q1 2022 and held it in 6 quarters. The position peaked at $6.56K in Q1 2023. 688 funds tracked by Wall St. Rank hold STLD as of Q3 2023.

  • Disciplined Investments reported no remaining Steel Dynamics position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 51 Steel Dynamics shares in Q3 2023, an estimated $5.55K.
  • Disciplined Investments first reported a position in Steel Dynamics in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Steel Dynamics position peaked at $6.56K in Q1 2023.
  • 688 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.