Graves Light Lenhart Wealth’s Steel Dynamics STLD Stock Holding History

Graves Light Lenhart Wealth’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
2021 Q2	–	Sell	-6,484	Closed	-$329K	–	748
2021 Q1	$329K	Sell	6,484 -1,000	-13%	-$42.2K	0.06%	133
2020 Q4	$276K	Sell	7,484 -1,500	-17%	-$52.1K	0.05%	137
2020 Q3	$257K	Hold	8,984	–	–	0.06%	130
2020 Q2	$234K	Hold	8,984	–	–	0.05%	135
2020 Q1	$202K	Hold	8,984	–	–	0.05%	138
2019 Q4	$306K	Hold	8,984	–	–	0.06%	130
2019 Q3	$273K	Hold	8,984	–	–	0.06%	140
2019 Q2	$271K	Hold	8,984	–	–	0.06%	129
2019 Q1	$317K	Hold	8,984	–	–	0.08%	105
2018 Q4	$270K	Buy	+8,984	New	+$340K	0.08%	115

Other funds holding STLD

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

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

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return