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Great Valley Advisor Group’s Reliance Steel & Aluminium RS Stock Holding History

Great Valley Advisor Group’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-764
Closed -$200K – 750
2023
Q3 		$200K Buy
+764
New +$212K 0.01% 631

Other funds holding RS

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Great Valley Advisor Group's RS Position: Q4 2023 in Review

Great Valley Advisor Group sold out of Reliance Steel & Aluminium (RS) in Q4 2023, closing a stake of 764 shares — an estimated $200K sold.

Great Valley Advisor Group first reported a position in RS in Q3 2023 and held it in 1 quarter. The position peaked at $200K in Q3 2023. 570 funds tracked by Wall St. Rank hold RS as of Q4 2023.

  • Great Valley Advisor Group reported no remaining Reliance Steel & Aluminium position as of Q4 2023 after selling out during the quarter.
  • Great Valley Advisor Group sold 764 Reliance Steel & Aluminium shares in Q4 2023, an estimated $200K.
  • Great Valley Advisor Group first reported a position in Reliance Steel & Aluminium in Q3 2023 and held it in 1 quarter.
  • Great Valley Advisor Group's Reliance Steel & Aluminium position peaked at $200K in Q3 2023.
  • 570 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q4 2023.

Based on Great Valley Advisor Group's 13F filing for Q4 2023, filed 6 Feb 2024.