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Ergoteles’s Steel Dynamics STLD Stock Holding History

Ergoteles’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
-30,739
Closed -$3.35M – 741
2023
Q2 		$3.35M Sell
30,739
-30
-0.1% -$3.05K 0.16% 155
2023
Q1 		$3.48M Sell
30,769
-524,237
-94% -$60.9M 0.14% 130
2022
Q4 		$54.2M Buy
555,006
+521,960
+1,579% +$50.2M 1.99% 3
2022
Q3 		$2.35M Buy
+33,046
New +$2.5M 0.08% 241
2022
Q2 		– Sell
-87,824
Closed -$7.33M – 1986
2022
Q1 		$7.33M Buy
87,824
+77,030
+714% +$5.2M 0.28% 87
2021
Q4 		$670K Buy
10,794
+4,301
+66% +$269K 0.03% 536
2021
Q3 		$380K Buy
+6,493
New +$415K 0.01% 699
2020
Q4 		– Sell
-41,200
Closed -$1.18M – 901
2020
Q3 		$1.18M Buy
+41,200
New +$1.18M 0.16% 124

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

Ergoteles's STLD Position: Q3 2023 in Review

Ergoteles sold out of Steel Dynamics (STLD) in Q3 2023, closing a stake of 30,739 shares — an estimated $3.35M sold.

Ergoteles first reported a position in STLD in Q3 2020 and held it in 8 quarters. The position peaked at $54.2M in Q4 2022. 688 funds tracked by Wall St. Rank hold STLD as of Q3 2023.

  • Ergoteles reported no remaining Steel Dynamics position as of Q3 2023 after selling out during the quarter.
  • Ergoteles sold 30,739 Steel Dynamics shares in Q3 2023, an estimated $3.35M.
  • Ergoteles first reported a position in Steel Dynamics in Q3 2020 and held it in 8 quarters.
  • Ergoteles's Steel Dynamics position peaked at $54.2M in Q4 2022.
  • 688 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2023.

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