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Gladstone Institutional Advisory’s Steel Dynamics STLD Stock Holding History

Gladstone Institutional Advisory’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
Q1 		– Sell
-42,340
Closed -$4.14M – 708
2022
Q4 		$4.14M Buy
+42,340
New +$4.07M 0.29% 101
2021
Q3 		– Sell
-8,959
Closed -$534K – 595
2021
Q2 		$534K Buy
+8,959
New +$526K 0.06% 286

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Gladstone Institutional Advisory's STLD Position: Q1 2023 in Review

Gladstone Institutional Advisory sold out of Steel Dynamics (STLD) in Q1 2023, closing a stake of 42,340 shares — an estimated $4.14M sold.

Gladstone Institutional Advisory first reported a position in STLD in Q2 2021 and held it in 2 quarters. The position peaked at $4.14M in Q4 2022. 719 funds tracked by Wall St. Rank hold STLD as of Q1 2023.

  • Gladstone Institutional Advisory reported no remaining Steel Dynamics position as of Q1 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 42,340 Steel Dynamics shares in Q1 2023, an estimated $4.14M.
  • Gladstone Institutional Advisory first reported a position in Steel Dynamics in Q2 2021 and held it in 2 quarters.
  • Gladstone Institutional Advisory's Steel Dynamics position peaked at $4.14M in Q4 2022.
  • 719 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2023, filed 12 May 2023.