New England Research & Management’s Steel Dynamics STLD Stock Holding History

New England Research & 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
2022 Q3	–	Sell	-11,745	Closed	-$777K	–	185
2022 Q2	$777K	Buy	+11,745	New	+$941K	0.45%	84
2021 Q4	–	Sell	-12,342	Closed	-$722K	–	188
2021 Q3	$722K	Buy	+12,342	New	+$789K	0.38%	86
2015 Q3	–	Sell	-10,225	Closed	-$212K	–	190
2015 Q2	$212K	Sell	10,225 -40,867	-80%	-$880K	0.17%	162
2015 Q1	$1.03M	Buy	51,092 +25,142	+97%	+$469K	0.88%	30
2014 Q4	$512K	Buy	+25,950	New	+$560K	0.44%	94
2014 Q3	–	Sell	-15,275	Closed	-$274K	–	178
2014 Q2	$274K	Sell	15,275 -2,800	-15%	-$50.3K	0.25%	132
2014 Q1	$322K	Buy	+18,075	New	+$316K	0.3%	116

Other funds holding STLD

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

New England Research & Management's STLD Position: Q3 2022 in Review

New England Research & Management sold out of Steel Dynamics (STLD) in Q3 2022, closing a stake of 11,745 shares — an estimated $777K sold.

New England Research & Management first reported a position in STLD in Q1 2014 and held it in 7 quarters. The position peaked at $1.03M in Q1 2015. 589 funds tracked by Wall St. Rank hold STLD as of Q3 2022.

New England Research & Management reported no remaining Steel Dynamics position as of Q3 2022 after selling out during the quarter.
New England Research & Management sold 11,745 Steel Dynamics shares in Q3 2022, an estimated $777K.
New England Research & Management first reported a position in Steel Dynamics in Q1 2014 and held it in 7 quarters.
New England Research & Management's Steel Dynamics position peaked at $1.03M in Q1 2015.
589 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2022.

Based on New England Research & Management's 13F filing for Q3 2022, filed 6 Oct 2022.