Pathstone Family Office’s Steel Dynamics STLD Stock Holding History

Pathstone Family Office’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
2023 Q3	$649K	Buy	6,045 +1,824	+43%	+$190K	﹤0.01%	914
2023 Q2	$473K	Sell	4,221 -466	-10%	-$47.4K	0.01%	774
2023 Q1	$532K	Sell	4,687 -2,868	-38%	-$333K	0.01%	664
2022 Q4	$724K	Buy	7,555 +3,567	+89%	+$343K	0.01%	930
2022 Q3	$283K	Sell	3,988 -971	-20%	-$73.5K	﹤0.01%	1239
2022 Q2	$330K	Sell	4,959 -1,767	-26%	-$142K	0.01%	751
2022 Q1	$564K	Buy	6,726 +3,461	+106%	+$233K	0.01%	504
2021 Q4	$204K	Buy	+3,265	New	+$204K	0.01%	836

Other funds holding STLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Family Office's STLD Position: Q3 2023 in Review

Pathstone Family Office increased its Steel Dynamics (STLD) stake by 43% in Q3 2023, buying an estimated $190K and bringing the position to 6,045 shares worth $649K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

Pathstone Family Office first reported a position in STLD in Q4 2021 and has held it in 8 quarters since. The position peaked at $724K in Q4 2022. 687 funds tracked by Wall St. Rank hold STLD as of Q3 2023.

Pathstone Family Office held 6,045 shares of Steel Dynamics worth $649K as of Q3 2023.
Pathstone Family Office bought 1,824 Steel Dynamics shares in Q3 2023, an estimated $190K.
Steel Dynamics made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #914 holding.
Pathstone Family Office first reported a position in Steel Dynamics in Q4 2021 and has held it in 8 quarters since.
Pathstone Family Office's Steel Dynamics position peaked at $724K in Q4 2022.
687 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.