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Mount Lucas Management’s Steel Dynamics STLD Stock Holding History

Mount Lucas 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
Q2 		– Sell
-7,297
Closed -$825K – 168
2023
Q1 		$825K Sell
7,297
-404
-5% -$47K 0.28% 75
2022
Q4 		$752K Sell
7,701
-9,709
-56% -$934K 0.25% 73
2022
Q3 		$1.24M Sell
17,410
-268
-2% -$20.3K 0.43% 59
2022
Q2 		$1.17M Buy
17,678
+9,100
+106% +$729K 0.39% 59
2022
Q1 		$716K Buy
8,578
+525
+7% +$35.4K 0.21% 87
2021
Q4 		$500K Buy
+8,053
New +$504K 0.14% 104
2019
Q2 		– Sell
-25,000
Closed -$882K – 97
2019
Q1 		$882K Buy
+25,000
New +$888K 0.15% 84

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Invesco
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return