KOC
STLD icon

Koss-Olinger Consulting’s Steel Dynamics STLD Stock Holding History

Koss-Olinger Consulting’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
Q2 		– Sell
-4,670
Closed -$528K – 289
2023
Q1 		$528K Buy
+4,670
New +$543K 0.07% 127
2021
Q4 		– Sell
-10,100
Closed -$591K – 254
2021
Q3 		$591K Hold
10,100
– – 0.1% 97
2021
Q2 		$602K Buy
10,100
+100
+1% +$5.87K 0.09% 119
2021
Q1 		$508K Buy
+10,000
New +$422K 0.09% 124

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 $2.3T AUM 54.33% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Koss-Olinger Consulting's STLD Position: Q2 2023 in Review

Koss-Olinger Consulting sold out of Steel Dynamics (STLD) in Q2 2023, closing a stake of 4,670 shares — an estimated $528K sold.

Koss-Olinger Consulting first reported a position in STLD in Q1 2021 and held it in 4 quarters. The position peaked at $602K in Q2 2021. 704 funds tracked by Wall St. Rank hold STLD as of Q2 2023.

  • Koss-Olinger Consulting reported no remaining Steel Dynamics position as of Q2 2023 after selling out during the quarter.
  • Koss-Olinger Consulting sold 4,670 Steel Dynamics shares in Q2 2023, an estimated $528K.
  • Koss-Olinger Consulting first reported a position in Steel Dynamics in Q1 2021 and held it in 4 quarters.
  • Koss-Olinger Consulting's Steel Dynamics position peaked at $602K in Q2 2021.
  • 704 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2023.

Based on Koss-Olinger Consulting's 13F filing for Q2 2023, filed 31 Jul 2023.