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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 – 164
2023
Q1 		$825K Sell
7,297
-404
-5% -$47K 0.22% 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

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Lucas Management's STLD Position: Q2 2023 in Review

Mount Lucas Management sold out of Steel Dynamics (STLD) in Q2 2023, closing a stake of 7,297 shares — an estimated $825K sold.

Mount Lucas Management first reported a position in STLD in Q1 2019 and held it in 7 quarters. The position peaked at $1.24M in Q3 2022. 704 funds tracked by Wall St. Rank hold STLD as of Q2 2023.

  • Mount Lucas Management reported no remaining Steel Dynamics position as of Q2 2023 after selling out during the quarter.
  • Mount Lucas Management sold 7,297 Steel Dynamics shares in Q2 2023, an estimated $825K.
  • Mount Lucas Management first reported a position in Steel Dynamics in Q1 2019 and held it in 7 quarters.
  • Mount Lucas Management's Steel Dynamics position peaked at $1.24M in Q3 2022.
  • 704 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2023.

Based on Mount Lucas Management's 13F filing for Q2 2023, filed 14 Aug 2023.