Essex Investment Management’s Steel Dynamics STLD Stock Holding History

Essex Investment 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
2021 Q4	–	Sell	-45,292	Closed	-$2.65M	–	429
2021 Q3	$2.65M	Hold	45,292	–	–	0.33%	96
2021 Q2	$2.7M	Hold	45,292	–	–	0.31%	106
2021 Q1	$2.3M	Buy	45,292 +20,292	+81%	+$856K	0.28%	116
2020 Q4	$922K	Buy	+25,000	New	+$868K	0.11%	236
2014 Q4	–	Sell	-14,450	Closed	-$327K	–	351
2014 Q3	$327K	Sell	14,450 -100	-0.7%	-$2.19K	0.05%	282
2014 Q2	$261K	Sell	14,550 -68	-0.5%	-$1.22K	0.04%	314
2014 Q1	$260K	Sell	14,618 -3,633	-20%	-$63.6K	0.04%	308
2013 Q4	$357K	Buy	+18,251	New	+$335K	0.05%	300

Other funds holding STLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Essex Investment Management's STLD Position: Q4 2021 in Review

Essex Investment Management sold out of Steel Dynamics (STLD) in Q4 2021, closing a stake of 45,292 shares — an estimated $2.65M sold.

Essex Investment Management first reported a position in STLD in Q4 2013 and held it in 8 quarters. The position peaked at $2.7M in Q2 2021. 573 funds tracked by Wall St. Rank hold STLD as of Q4 2021.

Essex Investment Management reported no remaining Steel Dynamics position as of Q4 2021 after selling out during the quarter.
Essex Investment Management sold 45,292 Steel Dynamics shares in Q4 2021, an estimated $2.65M.
Essex Investment Management first reported a position in Steel Dynamics in Q4 2013 and held it in 8 quarters.
Essex Investment Management's Steel Dynamics position peaked at $2.7M in Q2 2021.
573 funds tracked by Wall St. Rank held Steel Dynamics as of Q4 2021.

Based on Essex Investment Management's 13F filing for Q4 2021, filed 10 Feb 2022.