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Glassman Wealth Services’s Steel Dynamics STLD Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-152
Closed -$18K – 1599
2023
Q4 		$18K Buy
152
+2
+1% +$223 ﹤0.01% 717
2023
Q3 		$16.1K Buy
150
+3
+2% +$312 ﹤0.01% 716
2023
Q2 		$16K Sell
147
-9
-6% -$916 ﹤0.01% 682
2023
Q1 		$17.6K Buy
156
+91
+140% +$10.6K ﹤0.01% 666
2022
Q4 		$6.35K Buy
65
+2
+3% +$192 ﹤0.01% 962
2022
Q3 		$4K Buy
63
+7
+13% +$530 ﹤0.01% 1080
2022
Q2 		$4K Buy
56
+12
+27% +$961 ﹤0.01% 1096
2022
Q1 		$4K Buy
44
+29
+193% +$1.96K ﹤0.01% 1078
2021
Q4 		$1K Buy
15
+2
+15% +$125 ﹤0.01% 1504
2021
Q3 		$1K Buy
13
+11
+550% +$703 ﹤0.01% 1468
2021
Q2 		$0 Hold
2
– – ﹤0.01% 1638
2021
Q1 		$0 Buy
+2
New +$84 ﹤0.01% 1625
2020
Q2 		– Sell
-34
Closed -$1K – 1513
2020
Q1 		$1K Sell
34
-13
-28% -$356 ﹤0.01% 984
2019
Q4 		$2K Buy
47
+17
+57% +$543 ﹤0.01% 793
2019
Q3 		$1K Buy
30
+5
+20% +$148 ﹤0.01% 919
2019
Q2 		$1K Buy
25
+19
+317% +$581 ﹤0.01% 931
2019
Q1 		$0 Buy
+6
New +$213 ﹤0.01% 1199

Other funds holding STLD

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Glassman Wealth Services's STLD Position: Q1 2024 in Review

Glassman Wealth Services sold out of Steel Dynamics (STLD) in Q1 2024, closing a stake of 152 shares — an estimated $18K sold.

Glassman Wealth Services first reported a position in STLD in Q1 2019 and held it in 17 quarters. The position peaked at $18K in Q4 2023. 781 funds tracked by Wall St. Rank hold STLD as of Q1 2024.

  • Glassman Wealth Services reported no remaining Steel Dynamics position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 152 Steel Dynamics shares in Q1 2024, an estimated $18K.
  • Glassman Wealth Services first reported a position in Steel Dynamics in Q1 2019 and held it in 17 quarters.
  • Glassman Wealth Services's Steel Dynamics position peaked at $18K in Q4 2023.
  • 781 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.