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Evermay Wealth Management’s Steel Dynamics STLD Stock Holding History

Evermay 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
Q1 		– Sell
-3
Closed -$355 – 717
2023
Q4 		$355 Buy
+3
New +$334 ﹤0.01% 615

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Fidelity Investments
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal London Asset Management
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Evermay Wealth Management's STLD Position: Q1 2024 in Review

Evermay Wealth Management sold out of Steel Dynamics (STLD) in Q1 2024, closing a stake of 3 shares — an estimated $355 sold.

Evermay Wealth Management first reported a position in STLD in Q4 2023 and held it in 1 quarter. The position peaked at $355 in Q4 2023. 781 funds tracked by Wall St. Rank hold STLD as of Q1 2024.

  • Evermay Wealth Management reported no remaining Steel Dynamics position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 3 Steel Dynamics shares in Q1 2024, an estimated $355.
  • Evermay Wealth Management first reported a position in Steel Dynamics in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's Steel Dynamics position peaked at $355 in Q4 2023.
  • 781 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.