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Kaizen Advisory’s Steel Dynamics STLD Stock Holding History

Kaizen Advisory’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
2018
Q4 		$589K Sell
19,633
-3,818
-16% -$144K 0.41% 97
2018
Q3 		$1.06M Buy
+23,451
New +$1.08M 0.55% 42

Other funds holding STLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kaizen Advisory's STLD Position: Q4 2018 in Review

Kaizen Advisory reduced its Steel Dynamics (STLD) stake by 16% in Q4 2018, selling an estimated $144K and leaving 19,633 shares worth $589K. The position accounts for 0.41% of the portfolio, ranked #97.

Kaizen Advisory first reported a position in STLD in Q3 2018 and has held it in 2 quarters since. The position peaked at $1.06M in Q3 2018. 491 funds tracked by Wall St. Rank hold STLD as of Q4 2018.

  • Kaizen Advisory held 19,633 shares of Steel Dynamics worth $589K as of Q4 2018.
  • Kaizen Advisory sold 3,818 Steel Dynamics shares in Q4 2018, an estimated $144K.
  • Steel Dynamics made up 0.41% of Kaizen Advisory's portfolio in Q4 2018, its #97 holding.
  • Kaizen Advisory first reported a position in Steel Dynamics in Q3 2018 and has held it in 2 quarters since.
  • Kaizen Advisory's Steel Dynamics position peaked at $1.06M in Q3 2018.
  • 491 funds tracked by Wall St. Rank held Steel Dynamics as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.