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Norris Financial Group’s Steel Dynamics STLD Stock Holding History

Norris 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
2022
Q2 		– Sell
-9,002
Closed -$751K – 85
2022
Q1 		$751K Sell
9,002
-1
-0% -$67 0.45% 46
2021
Q4 		$559K Sell
9,003
-3,502
-28% -$219K 0.34% 54
2021
Q3 		$731K Buy
12,505
+160
+1% +$10.2K 0.48% 48
2021
Q2 		$736K Sell
12,345
-8,319
-40% -$488K 0.5% 51
2021
Q1 		$1.05M Buy
+20,664
New +$872K 0.77% 32

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Norris Financial Group's STLD Position: Q2 2022 in Review

Norris Financial Group sold out of Steel Dynamics (STLD) in Q2 2022, closing a stake of 9,002 shares — an estimated $751K sold.

Norris Financial Group first reported a position in STLD in Q1 2021 and held it in 5 quarters. The position peaked at $1.05M in Q1 2021. 600 funds tracked by Wall St. Rank hold STLD as of Q2 2022.

  • Norris Financial Group reported no remaining Steel Dynamics position as of Q2 2022 after selling out during the quarter.
  • Norris Financial Group sold 9,002 Steel Dynamics shares in Q2 2022, an estimated $751K.
  • Norris Financial Group first reported a position in Steel Dynamics in Q1 2021 and held it in 5 quarters.
  • Norris Financial Group's Steel Dynamics position peaked at $1.05M in Q1 2021.
  • 600 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2022.

Based on Norris Financial Group's 13F filing for Q2 2022, filed 20 May 2026.