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NewFocus Financial Group’s Steel Dynamics STLD Stock Holding History

NewFocus Financial Group’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
2020
Q4 		$1.8M Buy
48,769
+1,605
+3% +$55.7K 0.53% 51
2020
Q3 		$1.35M Buy
47,164
+2,008
+4% +$57.6K 0.45% 54
2020
Q2 		$1.18M Buy
+45,156
New +$1.13M 0.42% 53

Other funds holding STLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

NewFocus Financial Group's STLD Position: Q4 2020 in Review

NewFocus Financial Group increased its Steel Dynamics (STLD) stake by 3.4% in Q4 2020, buying an estimated $55.7K and bringing the position to 48,769 shares worth $1.8M. The position accounts for 0.53% of the portfolio, ranked #51.

NewFocus Financial Group first reported a position in STLD in Q2 2020 and has held it in 3 quarters since. 458 funds tracked by Wall St. Rank hold STLD as of Q4 2020.

  • NewFocus Financial Group held 48,769 shares of Steel Dynamics worth $1.8M as of Q4 2020.
  • NewFocus Financial Group bought 1,605 Steel Dynamics shares in Q4 2020, an estimated $55.7K.
  • Steel Dynamics made up 0.53% of NewFocus Financial Group's portfolio in Q4 2020, its #51 holding.
  • NewFocus Financial Group first reported a position in Steel Dynamics in Q2 2020 and has held it in 3 quarters since.
  • 458 funds tracked by Wall St. Rank held Steel Dynamics as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.