MinichMacGregor Wealth Management’s Reliance Steel & Aluminium RS Stock Holding History

MinichMacGregor Wealth Management’s Portfolio RS Stock Details RS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4	Closed	-$809	–	527
2022 Q4	$809	Buy	+4	New	+$796	﹤0.01%	646
2018 Q1	–	Sell	-9	Closed	–	–	549
2017 Q4	$0	Hold	9	–	–	﹤0.01%	520
2017 Q3	$0	Hold	9	–	–	﹤0.01%	513
2017 Q2	$0	Hold	9	–	–	﹤0.01%	511
2017 Q1	$0	Hold	9	–	–	﹤0.01%	497
2016 Q4	$0	Buy	+9	New	+$686	﹤0.01%	494

Other funds holding RS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MinichMacGregor Wealth Management's RS Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Reliance Steel & Aluminium (RS) in Q1 2023, closing a stake of 4 shares — an estimated $809 sold.

MinichMacGregor Wealth Management first reported a position in RS in Q4 2016 and held it in 6 quarters. The position peaked at $809 in Q4 2022. 525 funds tracked by Wall St. Rank hold RS as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Reliance Steel & Aluminium position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 4 Reliance Steel & Aluminium shares in Q1 2023, an estimated $809.
MinichMacGregor Wealth Management first reported a position in Reliance Steel & Aluminium in Q4 2016 and held it in 6 quarters.
MinichMacGregor Wealth Management's Reliance Steel & Aluminium position peaked at $809 in Q4 2022.
525 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.