First Personal Financial Services’s Steel Dynamics STLD Stock Holding History

First Personal Financial Services’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 Q3	$127	Buy	+1	New	+$122	﹤0.01%	524
2020 Q1	–	Sell	-11,885	Closed	-$405K	–	494
2019 Q4	$405K	Sell	11,885 -1,020	-8%	-$32.6K	0.13%	90
2019 Q3	$385K	Sell	12,905 -4,779	-27%	-$141K	0.12%	97
2019 Q2	$534K	Hold	17,684	–	–	0.15%	113
2019 Q1	$624K	Hold	17,684	–	–	0.19%	102
2018 Q4	$531K	Hold	17,684	–	–	0.18%	104
2018 Q3	$799K	Sell	17,684 -865	-5%	-$39.8K	0.25%	83
2018 Q2	$852K	Buy	18,549 +12,293	+196%	+$582K	0.29%	78
2018 Q1	$276K	Sell	6,256 -310	-5%	-$14.3K	0.06%	183
2017 Q4	$283K	Buy	6,566 +5,799	+756%	+$223K	0.06%	201
2017 Q3	$26K	Sell	767 -180	-19%	-$6.32K	0.01%	540
2017 Q2	$34K	Sell	947 -333	-26%	-$11.5K	0.01%	487
2017 Q1	$44K	Buy	1,280 +200	+19%	+$7.13K	0.01%	425
2016 Q4	$38K	Buy	+1,080	New	+$34K	0.01%	427

Other funds holding STLD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

First Personal Financial Services's STLD Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Steel Dynamics (STLD) in Q3 2024: 1 share worth $127. The stake represents ﹤0.01% of the portfolio and ranks #524 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in STLD as recently as Q4 2019.

First Personal Financial Services first reported a position in STLD in Q4 2016 and has held it in 14 quarters since. The position peaked at $852K in Q2 2018. 787 funds tracked by Wall St. Rank hold STLD as of Q3 2024.

First Personal Financial Services held 1 share of Steel Dynamics worth $127 as of Q3 2024.
Steel Dynamics was a new First Personal Financial Services position in Q3 2024.
Steel Dynamics made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #524 holding.
First Personal Financial Services first reported a position in Steel Dynamics in Q4 2016 and has held it in 14 quarters since.
First Personal Financial Services's Steel Dynamics position peaked at $852K in Q2 2018.
787 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.