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Lee Financial’s Steel Dynamics STLD Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-12
Closed -$1.42K – 729
2023
Q4 		$1.42K Sell
12
-24
-67% -$2.67K ﹤0.01% 782
2023
Q3 		$3.88K Hold
36
– – ﹤0.01% 559
2023
Q2 		$3.94K Sell
36
-16
-31% -$1.63K ﹤0.01% 543
2023
Q1 		$5.9K Buy
52
+30
+136% +$3.49K ﹤0.01% 501
2022
Q4 		$2.15K Buy
22
+16
+267% +$1.54K ﹤0.01% 680
2022
Q3 		$0 Hold
6
– – ﹤0.01% 1006
2022
Q2 		$0 Buy
+6
New +$481 ﹤0.01% 994

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lee Financial's STLD Position: Q1 2024 in Review

Lee Financial sold out of Steel Dynamics (STLD) in Q1 2024, closing a stake of 12 shares — an estimated $1.42K sold.

Lee Financial first reported a position in STLD in Q2 2022 and held it in 7 quarters. The position peaked at $5.9K in Q1 2023. 781 funds tracked by Wall St. Rank hold STLD as of Q1 2024.

  • Lee Financial reported no remaining Steel Dynamics position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 12 Steel Dynamics shares in Q1 2024, an estimated $1.42K.
  • Lee Financial first reported a position in Steel Dynamics in Q2 2022 and held it in 7 quarters.
  • Lee Financial's Steel Dynamics position peaked at $5.9K in Q1 2023.
  • 781 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.