Pettee Investors’s Reliance Steel & Aluminium RS Stock Holding History

Pettee Investors’s Portfolio RS Stock Details RS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,781	Closed	-$2.63M	–	115
2024 Q4	$2.63M	Hold	9,781	–	–	1.34%	22
2024 Q3	$2.83M	Hold	9,781	–	–	1.38%	21
2024 Q2	$2.79M	Hold	9,781	–	–	1.35%	25
2024 Q1	$3.27M	Hold	9,781	–	–	1.38%	26
2023 Q4	$2.74M	Hold	9,781	–	–	1.21%	30
2023 Q3	$2.56M	Hold	9,781	–	–	1.22%	24
2023 Q2	$2.66M	Hold	9,781	–	–	1.2%	26
2023 Q1	$2.51M	Hold	9,781	–	–	1.2%	25
2022 Q4	$1.98M	Hold	9,781	–	–	0.97%	29
2022 Q3	$1.71M	Hold	9,781	–	–	0.92%	32
2022 Q2	$1.66M	Hold	9,781	–	–	0.83%	36
2022 Q1	$1.79M	Hold	9,781	–	–	0.79%	41
2021 Q4	$1.59M	Hold	9,781	–	–	0.66%	50
2021 Q3	$1.39M	Hold	9,781	–	–	0.65%	48
2021 Q2	$1.48M	Hold	9,781	–	–	0.69%	47
2021 Q1	$1.49M	Hold	9,781	–	–	0.72%	43
2020 Q4	$1.17M	Hold	9,781	–	–	0.62%	44
2020 Q3	$998K	Hold	9,781	–	–	0.58%	48
2020 Q2	$929K	Sell	9,781 -811	-8%	-$74K	0.58%	50
2020 Q1	$928K	Hold	10,592	–	–	0.67%	42
2019 Q4	$1.27M	Hold	10,592	–	–	0.72%	35
2019 Q3	$1.06M	Hold	10,592	–	–	0.66%	41
2019 Q2	$1M	Hold	10,592	–	–	0.64%	47
2019 Q1	$956K	Hold	10,592	–	–	0.6%	47
2018 Q4	$754K	Hold	10,592	–	–	0.53%	56
2018 Q3	$903K	Sell	10,592 -1,715	-14%	-$152K	0.53%	52
2018 Q2	$1.08M	Hold	12,307	–	–	0.68%	38
2018 Q1	$1.05M	Buy	12,307 +3,510	+40%	+$313K	0.65%	41
2017 Q4	$755K	Buy	8,797 +151	+2%	+$11.9K	0.46%	65
2017 Q3	$659K	Buy	+8,646	New	+$632K	0.43%	68

Other funds holding RS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Pettee Investors's RS Position: Q1 2025 in Review

Pettee Investors sold out of Reliance Steel & Aluminium (RS) in Q1 2025, closing a stake of 9,781 shares — an estimated $2.63M sold.

Pettee Investors first reported a position in RS in Q3 2017 and held it in 30 quarters. The position peaked at $3.27M in Q1 2024. 608 funds tracked by Wall St. Rank hold RS as of Q1 2025.

Pettee Investors reported no remaining Reliance Steel & Aluminium position as of Q1 2025 after selling out during the quarter.
Pettee Investors sold 9,781 Reliance Steel & Aluminium shares in Q1 2025, an estimated $2.63M.
Pettee Investors first reported a position in Reliance Steel & Aluminium in Q3 2017 and held it in 30 quarters.
Pettee Investors's Reliance Steel & Aluminium position peaked at $3.27M in Q1 2024.
608 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q1 2025.

Based on Pettee Investors's 13F filing for Q1 2025, filed 2 May 2025.