Next Financial Group’s Steel Dynamics STLD Stock Holding History

Next 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
2021 Q4	$3K	Hold	50	–	–	﹤0.01%	2563
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	2410
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	2348
2021 Q1	$3K	Sell	50 -784	-94%	-$33.1K	﹤0.01%	2255
2020 Q4	$31K	Sell	834 -13,363	-94%	-$464K	﹤0.01%	1375
2020 Q3	$410K	Buy	+14,197	New	+$407K	0.04%	388
2020 Q2	–	Sell	-15,430	Closed	-$351K	–	1736
2020 Q1	$351K	Sell	15,430 -20,131	-57%	-$551K	0.05%	356
2019 Q4	$1.22M	Buy	+35,561	New	+$1.14M	0.13%	204
2017 Q4	–	Sell	-450	Closed	-$17K	–	1268
2017 Q3	$17K	Sell	450 -200	-31%	-$7.02K	﹤0.01%	1032
2017 Q2	$23K	Hold	650	–	–	0.01%	1031
2017 Q1	$23K	Hold	650	–	–	0.01%	1003
2016 Q4	$23K	Buy	650 +200	+44%	+$6.29K	﹤0.01%	1321
2016 Q3	$11K	Hold	450	–	–	﹤0.01%	1622
2016 Q2	$11K	Hold	450	–	–	﹤0.01%	1172
2016 Q1	$10K	Hold	450	–	–	﹤0.01%	1169
2015 Q4	$8K	Hold	450	–	–	﹤0.01%	1263
2015 Q3	$7K	Hold	450	–	–	﹤0.01%	1335
2015 Q2	$9K	Hold	450	–	–	﹤0.01%	1316
2015 Q1	$9K	Buy	450 +100	+29%	+$1.86K	﹤0.01%	1298
2014 Q4	$7K	Sell	350 -50	-13%	-$1.08K	﹤0.01%	1400
2014 Q3	$9K	Buy	+400	New	+$8.75K	﹤0.01%	1814

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Next Financial Group's STLD Position: Q4 2021 in Review

Next Financial Group held its Steel Dynamics (STLD) position steady in Q4 2021 at 50 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2563.

Next Financial Group first reported a position in STLD in Q3 2014 and has held it in 21 quarters since. The position peaked at $1.22M in Q4 2019. 572 funds tracked by Wall St. Rank hold STLD as of Q4 2021.

Next Financial Group held 50 shares of Steel Dynamics worth $3K as of Q4 2021.
Next Financial Group left its Steel Dynamics share count unchanged in Q4 2021.
Steel Dynamics made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2563 holding.
Next Financial Group first reported a position in Steel Dynamics in Q3 2014 and has held it in 21 quarters since.
Next Financial Group's Steel Dynamics position peaked at $1.22M in Q4 2019.
572 funds tracked by Wall St. Rank held Steel Dynamics as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.