GWS
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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 – 1604
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 $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return