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Oxford Financial Group’s Steel Dynamics STLD Stock Holding History

Oxford 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
Q1 		– Sell
-23,361
Closed -$1.45M – 285
2021
Q4 		$1.45M Hold
23,361
– – 0.16% 57
2021
Q3 		$1.37M Buy
+23,361
New +$1.49M 0.17% 52

Other funds holding STLD

BlackRock
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Oxford Financial Group's STLD Position: Q1 2022 in Review

Oxford Financial Group sold out of Steel Dynamics (STLD) in Q1 2022, closing a stake of 23,361 shares — an estimated $1.45M sold.

Oxford Financial Group first reported a position in STLD in Q3 2021 and held it in 2 quarters. The position peaked at $1.45M in Q4 2021. 609 funds tracked by Wall St. Rank hold STLD as of Q1 2022.

  • Oxford Financial Group reported no remaining Steel Dynamics position as of Q1 2022 after selling out during the quarter.
  • Oxford Financial Group sold 23,361 Steel Dynamics shares in Q1 2022, an estimated $1.45M.
  • Oxford Financial Group first reported a position in Steel Dynamics in Q3 2021 and held it in 2 quarters.
  • Oxford Financial Group's Steel Dynamics position peaked at $1.45M in Q4 2021.
  • 609 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2022.

Based on Oxford Financial Group's 13F filing for Q1 2022, filed 13 May 2022.