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Fiduciary Alliance’s Steel Dynamics STLD Stock Holding History

Fiduciary Alliance’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
-7
Closed -$763 – 847
2023
Q2 		$763 Buy
+7
New +$712 ﹤0.01% 891
2023
Q1 		– Sell
-7
Closed -$684 – 776
2022
Q4 		$684 Buy
+7
New +$674 ﹤0.01% 827

Other funds holding STLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiduciary Alliance's STLD Position: Q3 2023 in Review

Fiduciary Alliance sold out of Steel Dynamics (STLD) in Q3 2023, closing a stake of 7 shares — an estimated $763 sold.

Fiduciary Alliance first reported a position in STLD in Q4 2022 and held it in 2 quarters. The position peaked at $763 in Q2 2023. 687 funds tracked by Wall St. Rank hold STLD as of Q3 2023.

  • Fiduciary Alliance reported no remaining Steel Dynamics position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 7 Steel Dynamics shares in Q3 2023, an estimated $763.
  • Fiduciary Alliance first reported a position in Steel Dynamics in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Steel Dynamics position peaked at $763 in Q2 2023.
  • 687 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.