Evercore Wealth Management’s Steel Dynamics STLD Stock Holding History

Evercore 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
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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Evercore Wealth Management's STLD Position: Q3 2022 in Review

Evercore Wealth Management sold out of Steel Dynamics (STLD) in Q3 2022, closing a stake of 4,083 shares — an estimated $270K sold.

Evercore Wealth Management first reported a position in STLD in Q2 2013 and held it in 16 quarters. The position peaked at $341K in Q1 2022. 587 funds tracked by Wall St. Rank hold STLD as of Q3 2022.

Evercore Wealth Management reported no remaining Steel Dynamics position as of Q3 2022 after selling out during the quarter.
Evercore Wealth Management sold 4,083 Steel Dynamics shares in Q3 2022, an estimated $270K.
Evercore Wealth Management first reported a position in Steel Dynamics in Q2 2013 and held it in 16 quarters.
Evercore Wealth Management's Steel Dynamics position peaked at $341K in Q1 2022.
587 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2022.

Based on Evercore Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.