Evercore Wealth Management’s Steel Dynamics STLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,083	Closed	-$270K	–	393
2022 Q2	$270K	Hold	4,083	–	–	0.01%	331
2022 Q1	$341K	Buy	+4,083	New	+$275K	0.01%	332
2018 Q1	–	Sell	-191	Closed	-$8K	–	732
2017 Q4	$8K	Hold	191	–	–	﹤0.01%	824
2017 Q3	$7K	Hold	191	–	–	﹤0.01%	819
2017 Q2	$7K	Hold	191	–	–	﹤0.01%	864
2017 Q1	$7K	Hold	191	–	–	﹤0.01%	860
2016 Q4	$7K	Sell	191 -522	-73%	-$16.4K	﹤0.01%	861
2016 Q3	$18K	Buy	+713	New	+$18.2K	﹤0.01%	789
2015 Q3	–	Sell	-2,212	Closed	-$45K	–	1046
2015 Q2	$45K	Buy	2,212 +1,855	+520%	+$39.9K	﹤0.01%	659
2015 Q1	$7K	Buy	+357	New	+$6.65K	﹤0.01%	908
2014 Q4	–	Sell	-239	Closed	-$5K	–	971
2014 Q3	$5K	Hold	239	–	–	﹤0.01%	871
2014 Q2	$4K	Sell	239 -1,390	-85%	-$25K	﹤0.01%	933
2014 Q1	$27K	Buy	1,629 +584	+56%	+$10.2K	﹤0.01%	703
2013 Q4	$20K	Buy	1,045 +633	+154%	+$11.6K	﹤0.01%	684
2013 Q3	$7K	Hold	412	–	–	﹤0.01%	804
2013 Q2	$7K	Buy	+412	New	+$6.17K	﹤0.01%	747