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Geller Advisors’s Steel Dynamics STLD Stock Holding History

Geller Advisors’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
-1,909
Closed -$226K – 284
2023
Q4 		$226K Buy
1,909
+2
+0.1% +$223 0.02% 245
2023
Q3 		$205K Hold
1,907
– – 0.02% 243
2023
Q2 		$209K Buy
+1,907
New +$194K 0.03% 242

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Geller Advisors's STLD Position: Q1 2024 in Review

Geller Advisors sold out of Steel Dynamics (STLD) in Q1 2024, closing a stake of 1,909 shares — an estimated $226K sold.

Geller Advisors first reported a position in STLD in Q2 2023 and held it in 3 quarters. The position peaked at $226K in Q4 2023. 780 funds tracked by Wall St. Rank hold STLD as of Q1 2024.

  • Geller Advisors reported no remaining Steel Dynamics position as of Q1 2024 after selling out during the quarter.
  • Geller Advisors sold 1,909 Steel Dynamics shares in Q1 2024, an estimated $226K.
  • Geller Advisors first reported a position in Steel Dynamics in Q2 2023 and held it in 3 quarters.
  • Geller Advisors's Steel Dynamics position peaked at $226K in Q4 2023.
  • 780 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2024.

Based on Geller Advisors's 13F filing for Q1 2024, filed 14 May 2024.