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Dorchester Wealth Management’s Steel Dynamics STLD Stock Holding History

Dorchester Wealth Management’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
2024
Q4 		– Sell
-2,000
Closed -$252K – 163
2024
Q3 		$252K Buy
+2,000
New +$243K 0.05% 133

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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Dorchester Wealth Management's STLD Position: Q4 2024 in Review

Dorchester Wealth Management sold out of Steel Dynamics (STLD) in Q4 2024, closing a stake of 2,000 shares — an estimated $252K sold.

Dorchester Wealth Management first reported a position in STLD in Q3 2024 and held it in 1 quarter. The position peaked at $252K in Q3 2024. 794 funds tracked by Wall St. Rank hold STLD as of Q4 2024.

  • Dorchester Wealth Management reported no remaining Steel Dynamics position as of Q4 2024 after selling out during the quarter.
  • Dorchester Wealth Management sold 2,000 Steel Dynamics shares in Q4 2024, an estimated $252K.
  • Dorchester Wealth Management first reported a position in Steel Dynamics in Q3 2024 and held it in 1 quarter.
  • Dorchester Wealth Management's Steel Dynamics position peaked at $252K in Q3 2024.
  • 794 funds tracked by Wall St. Rank held Steel Dynamics as of Q4 2024.

Based on Dorchester Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.