Fortem Financial Group’s Reliance Steel & Aluminium RS Stock Holding History

Fortem Financial Group’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
2024 Q4	–	Sell	-719	Closed	-$208K	–	177
2024 Q3	$208K	Sell	719 -3,999	-85%	-$1.15M	0.08%	165
2024 Q2	$1.35M	Buy	4,718 +236	+5%	+$71.1K	0.58%	49
2024 Q1	$1.5M	Buy	4,482 +359	+9%	+$109K	0.66%	46
2023 Q4	$1.15M	Buy	4,123 +201	+5%	+$53.4K	0.57%	55
2023 Q3	$1.03M	Buy	3,922 +276	+8%	+$76.5K	0.6%	49
2023 Q2	$990K	Buy	3,646 +177	+5%	+$43.8K	0.59%	59
2023 Q1	$891K	Buy	3,469 +2,194	+172%	+$517K	0.58%	60
2022 Q4	$258K	Buy	1,275 +40	+3%	+$7.96K	0.15%	142
2022 Q3	$215K	Buy	+1,235	New	+$227K	0.15%	143

Other funds holding RS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Fortem Financial Group's RS Position: Q4 2024 in Review

Fortem Financial Group sold out of Reliance Steel & Aluminium (RS) in Q4 2024, closing a stake of 719 shares — an estimated $208K sold.

Fortem Financial Group first reported a position in RS in Q3 2022 and held it in 9 quarters. The position peaked at $1.5M in Q1 2024. 587 funds tracked by Wall St. Rank hold RS as of Q4 2024.

Fortem Financial Group reported no remaining Reliance Steel & Aluminium position as of Q4 2024 after selling out during the quarter.
Fortem Financial Group sold 719 Reliance Steel & Aluminium shares in Q4 2024, an estimated $208K.
Fortem Financial Group first reported a position in Reliance Steel & Aluminium in Q3 2022 and held it in 9 quarters.
Fortem Financial Group's Reliance Steel & Aluminium position peaked at $1.5M in Q1 2024.
587 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q4 2024.

Based on Fortem Financial Group's 13F filing for Q4 2024, filed 6 Jan 2025.