Gradient Investments’s Steel Dynamics STLD Stock Holding History

Gradient Investments’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 Q3	–	Sell	-31	Closed	-$4.01K	–	1163
2024 Q2	$4.01K	Buy	+31	New	+$4.14K	﹤0.01%	888
2024 Q1	–	Sell	-9	Closed	-$1.06K	–	1766
2023 Q4	$1.06K	Buy	+9	New	+$1K	﹤0.01%	1404
2023 Q1	–	Sell	-27	Closed	-$2.64K	–	1631
2022 Q4	$2.64K	Buy	+27	New	+$2.6K	﹤0.01%	1046
2019 Q4	–	Sell	-550	Closed	-$16K	–	1226
2019 Q3	$16K	Hold	550	–	–	﹤0.01%	559
2019 Q2	$17K	Hold	550	–	–	﹤0.01%	543
2019 Q1	$19K	Hold	550	–	–	﹤0.01%	462
2018 Q4	$17K	Hold	550	–	–	﹤0.01%	480
2018 Q3	$25K	Hold	550	–	–	﹤0.01%	459
2018 Q2	$25K	Hold	550	–	–	﹤0.01%	449
2018 Q1	$24K	Hold	550	–	–	﹤0.01%	446
2017 Q4	$24K	Buy	+550	New	+$21.2K	﹤0.01%	443
2017 Q3	–	Sell	-550	Closed	-$20K	–	642
2017 Q2	$20K	Hold	550	–	–	﹤0.01%	390
2017 Q1	$19K	Hold	550	–	–	﹤0.01%	414
2016 Q4	$20K	Hold	550	–	–	﹤0.01%	357
2016 Q3	$14K	Hold	550	–	–	﹤0.01%	410
2016 Q2	$13K	Buy	+550	New	+$13.4K	﹤0.01%	398

Other funds holding STLD

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return