Martingale Asset Management’s Steel Dynamics STLD Stock Holding History

Martingale Asset Management’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 Q4	–	Sell	-8,422	Closed	-$903K	–	844
2023 Q3	$903K	Sell	8,422 -2,121	-20%	-$221K	0.02%	463
2023 Q2	$1.15M	Buy	10,543 +8,008	+316%	+$815K	0.02%	412
2023 Q1	$287K	Buy	+2,535	New	+$295K	0.01%	714
2022 Q4	–	Sell	-3,753	Closed	-$267K	–	878
2022 Q3	$267K	Buy	+3,753	New	+$284K	0.01%	732
2019 Q4	–	Sell	-34,863	Closed	-$1.04M	–	1017
2019 Q3	$1.04M	Sell	34,863 -49,401	-59%	-$1.46M	0.01%	762
2019 Q2	$2.54M	Buy	84,264 +17,527	+26%	+$536K	0.03%	535
2019 Q1	$2.35M	Buy	66,737 +28,960	+77%	+$1.03M	0.03%	562
2018 Q4	$1.14M	Buy	+37,777	New	+$1.43M	0.02%	681
2017 Q3	–	Sell	-7,788	Closed	-$279K	–	984
2017 Q2	$279K	Sell	7,788 -14,500	-65%	-$502K	﹤0.01%	885
2017 Q1	$775K	Sell	22,288 -27,324	-55%	-$974K	0.01%	760
2016 Q4	$1.77M	Sell	49,612 -70,640	-59%	-$2.22M	0.02%	572
2016 Q3	$3.01M	Buy	+120,252	New	+$3.07M	0.04%	407
2016 Q1	–	Sell	-69,134	Closed	-$1.24M	–	857
2015 Q4	$1.24M	Sell	69,134 -80	-0.1%	-$1.43K	0.03%	416
2015 Q3	$1.19M	Buy	+69,214	New	+$1.34M	0.03%	410

Other funds holding STLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Martingale Asset Management's STLD Position: Q4 2023 in Review

Martingale Asset Management sold out of Steel Dynamics (STLD) in Q4 2023, closing a stake of 8,422 shares — an estimated $903K sold.

Martingale Asset Management first reported a position in STLD in Q3 2015 and held it in 14 quarters. The position peaked at $3.01M in Q3 2016. 767 funds tracked by Wall St. Rank hold STLD as of Q4 2023.

Martingale Asset Management reported no remaining Steel Dynamics position as of Q4 2023 after selling out during the quarter.
Martingale Asset Management sold 8,422 Steel Dynamics shares in Q4 2023, an estimated $903K.
Martingale Asset Management first reported a position in Steel Dynamics in Q3 2015 and held it in 14 quarters.
Martingale Asset Management's Steel Dynamics position peaked at $3.01M in Q3 2016.
767 funds tracked by Wall St. Rank held Steel Dynamics as of Q4 2023.

Based on Martingale Asset Management's 13F filing for Q4 2023, filed 12 Feb 2024.