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FormulaFolio Investments’s Reliance Steel & Aluminium RS Stock Holding History

FormulaFolio Investments’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,601
Closed -$311K – 355
2019
Q4 		$311K Buy
+2,601
New +$294K 0.01% 300
2019
Q2 		– Sell
-3,357
Closed -$303K – 350
2019
Q1 		$303K Buy
+3,357
New +$280K 0.01% 265

Other funds holding RS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FormulaFolio Investments's RS Position: Q1 2020 in Review

FormulaFolio Investments sold out of Reliance Steel & Aluminium (RS) in Q1 2020, closing a stake of 2,601 shares — an estimated $311K sold.

FormulaFolio Investments first reported a position in RS in Q1 2019 and held it in 2 quarters. The position peaked at $311K in Q4 2019. 367 funds tracked by Wall St. Rank hold RS as of Q1 2020.

  • FormulaFolio Investments reported no remaining Reliance Steel & Aluminium position as of Q1 2020 after selling out during the quarter.
  • FormulaFolio Investments sold 2,601 Reliance Steel & Aluminium shares in Q1 2020, an estimated $311K.
  • FormulaFolio Investments first reported a position in Reliance Steel & Aluminium in Q1 2019 and held it in 2 quarters.
  • FormulaFolio Investments's Reliance Steel & Aluminium position peaked at $311K in Q4 2019.
  • 367 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q1 2020.

Based on FormulaFolio Investments's 13F filing for Q1 2020, filed 14 May 2020.