Optimal Asset Management’s Steel Dynamics STLD Stock Holding History

Optimal Asset 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
2021 Q3	$1.21M	Buy	20,614 +15	+0.1%	+$959	0.15%	212
2021 Q2	$1.23M	Hold	20,599	–	–	0.15%	214
2021 Q1	$1.05M	Sell	20,599 -21,299	-51%	-$898K	0.14%	227
2020 Q4	$1.54M	Hold	41,898	–	–	0.22%	163
2020 Q3	$1.2M	Sell	41,898 -3,787	-8%	-$109K	0.17%	193
2020 Q2	$1.19M	Sell	45,685 -32,210	-41%	-$806K	0.19%	174
2020 Q1	$1.76K	Buy	77,895 +56,656	+267%	+$1.55M	0.16%	210
2019 Q4	$723K	Buy	+21,239	New	+$678K	0.11%	275

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

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

Optimal Asset Management's STLD Position: Q3 2021 in Review

Optimal Asset Management increased its Steel Dynamics (STLD) stake by 0.07% in Q3 2021, buying an estimated $959 and bringing the position to 20,614 shares worth $1.21M. The position accounts for 0.15% of the portfolio, ranked #212.

Optimal Asset Management first reported a position in STLD in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.54M in Q4 2020. 543 funds tracked by Wall St. Rank hold STLD as of Q3 2021.

Optimal Asset Management held 20,614 shares of Steel Dynamics worth $1.21M as of Q3 2021.
Optimal Asset Management bought 15 Steel Dynamics shares in Q3 2021, an estimated $959.
Steel Dynamics made up 0.15% of Optimal Asset Management's portfolio in Q3 2021, its #212 holding.
Optimal Asset Management first reported a position in Steel Dynamics in Q4 2019 and has held it in 8 quarters since.
Optimal Asset Management's Steel Dynamics position peaked at $1.54M in Q4 2020.
543 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2021.

Based on Optimal Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.