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Moran Wealth Management’s Steel Dynamics STLD Stock Holding History

Moran Wealth 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
2025
Q1 		– Sell
-71,220
Closed -$8.12M – 479
2024
Q4 		$8.12M Sell
71,220
-614
-0.9% -$81.6K 0.26% 113
2024
Q3 		$9.06M Sell
71,834
-1,491
-2% -$181K 0.28% 112
2024
Q2 		$9.5M Buy
73,325
+13,307
+22% +$1.78M 0.31% 109
2024
Q1 		$8.9M Buy
60,018
+17,833
+42% +$2.24M 0.29% 117
2023
Q4 		$4.98M Buy
42,185
+35,452
+527% +$3.95M 0.18% 164
2023
Q3 		$722K Sell
6,733
-480
-7% -$50K 0.03% 279
2023
Q2 		$786K Buy
7,213
+239
+3% +$24.3K 0.03% 261
2023
Q1 		$788K Buy
6,974
+170
+2% +$19.8K 0.03% 270
2022
Q4 		$665K Buy
+6,804
New +$655K 0.03% 277

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Moran Wealth Management's STLD Position: Q1 2025 in Review

Moran Wealth Management sold out of Steel Dynamics (STLD) in Q1 2025, closing a stake of 71,220 shares — an estimated $8.12M sold.

Moran Wealth Management first reported a position in STLD in Q4 2022 and held it in 9 quarters. The position peaked at $9.5M in Q2 2024. 809 funds tracked by Wall St. Rank hold STLD as of Q1 2025.

  • Moran Wealth Management reported no remaining Steel Dynamics position as of Q1 2025 after selling out during the quarter.
  • Moran Wealth Management sold 71,220 Steel Dynamics shares in Q1 2025, an estimated $8.12M.
  • Moran Wealth Management first reported a position in Steel Dynamics in Q4 2022 and held it in 9 quarters.
  • Moran Wealth Management's Steel Dynamics position peaked at $9.5M in Q2 2024.
  • 809 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2025.

Based on Moran Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.