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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Holocene Advisors

Holocene Advisors New York $41.3B AUM 42.97% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

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

Norges Bank Oslo, Norway $935B AUM