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JP Morgan Private Wealth Advisors’s Steel Dynamics STLD Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$1.43M Buy
13,319
+6,342
+91% +$660K ﹤0.01% 858
2023
Q2 		$760K Buy
6,977
+308
+5% +$31.3K ﹤0.01% 864
2023
Q1 		$754K Sell
6,669
-28,229
-81% -$3.28M ﹤0.01% 1301
2022
Q4 		$3.41M Sell
34,898
-761
-2% -$73.2K 0.01% 683
2022
Q3 		$2.53M Sell
35,659
-18,506
-34% -$1.4M 0.01% 762
2022
Q2 		$3.58M Sell
54,165
-5,420
-9% -$434K 0.01% 664
2022
Q1 		$4.97M Sell
59,585
-94
-0.2% -$6.34K 0.01% 617
2021
Q4 		$3.7M Buy
59,679
+23
+0% +$1.44K 0.01% 699
2021
Q3 		$3.49M Buy
59,656
+2,691
+5% +$172K 0.01% 690
2021
Q2 		$3.4M Buy
+56,965
New +$3.34M 0.01% 694
2018
Q4 		– Sell
-8,180
Closed -$369K – 1577
2018
Q3 		$369K Sell
8,180
-1,772
-18% -$81.6K ﹤0.01% 1203
2018
Q2 		$457K Buy
9,952
+698
+8% +$33K ﹤0.01% 1037
2018
Q1 		$409K Sell
9,254
-10
-0.1% -$460 ﹤0.01% 938
2017
Q4 		$400K Buy
9,264
+270
+3% +$10.4K ﹤0.01% 952
2017
Q3 		$310K Buy
8,994
+332
+4% +$11.7K ﹤0.01% 1009
2017
Q2 		$311K Buy
8,662
+2,001
+30% +$69.3K ﹤0.01% 1001
2017
Q1 		$232K Sell
6,661
-1,580
-19% -$56.3K ﹤0.01% 1180
2016
Q4 		$293K Sell
8,241
-670
-8% -$21.1K ﹤0.01% 1005
2016
Q3 		$223K Buy
8,911
+241
+3% +$6.15K ﹤0.01% 1102
2016
Q2 		$212K Buy
+8,670
New +$212K ﹤0.01% 1131

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 $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Private Wealth Advisors's STLD Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Steel Dynamics (STLD) stake by 91% in Q3 2023, buying an estimated $660K and bringing the position to 13,319 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #858.

JP Morgan Private Wealth Advisors first reported a position in STLD in Q2 2016 and has held it in 20 quarters since. The position peaked at $4.97M in Q1 2022. 688 funds tracked by Wall St. Rank hold STLD as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 13,319 shares of Steel Dynamics worth $1.43M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 6,342 Steel Dynamics shares in Q3 2023, an estimated $660K.
  • Steel Dynamics made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #858 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Steel Dynamics in Q2 2016 and has held it in 20 quarters since.
  • JP Morgan Private Wealth Advisors's Steel Dynamics position peaked at $4.97M in Q1 2022.
  • 688 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.