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Private Wealth Advisors (Pennsylvania)’s Steel Dynamics STLD Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2020
Q4 		$472K Sell
12,800
-4,050
-24% -$141K 0.27% 67
2020
Q3 		$482K Hold
16,850
– – 0.31% 57
2020
Q2 		$440K Hold
16,850
– – 0.3% 60
2020
Q1 		$411K Hold
16,850
– – 0.31% 62
2019
Q4 		$517K Sell
16,850
-750
-4% -$23.9K 0.28% 78
2019
Q3 		$524K Hold
17,600
– – 0.27% 82
2019
Q2 		$532K Hold
17,600
– – 0.19% 98
2019
Q1 		$621K Hold
17,600
– – 0.23% 93
2018
Q4 		$529K Sell
17,600
-3,450
-16% -$130K 0.23% 92
2018
Q3 		$951K Sell
21,050
-650
-3% -$29.9K 0.35% 73
2018
Q2 		$997K Sell
21,700
-2,100
-9% -$99.4K 0.4% 66
2018
Q1 		$1.05M Hold
23,800
– – 0.42% 66
2017
Q4 		$1.03M Sell
23,800
-375
-2% -$14.4K 0.4% 65
2017
Q3 		$833K Hold
24,175
– – 0.34% 75
2017
Q2 		$866K Sell
24,175
-2,625
-10% -$90.9K 0.37% 70
2017
Q1 		$932K Sell
26,800
-900
-3% -$32.1K 0.42% 66
2016
Q4 		$986K Sell
27,700
-15,416
-36% -$485K 0.46% 65
2016
Q3 		$1.08M Sell
43,116
-3,225
-7% -$82.4K 0.51% 56
2016
Q2 		$1.14M Sell
46,341
-1,000
-2% -$24.4K 0.56% 52
2016
Q1 		$1.07M Sell
47,341
-750
-2% -$14.1K 0.57% 55
2015
Q4 		$859K Sell
48,091
-9,197
-16% -$164K 0.48% 60
2015
Q3 		$984K Sell
57,288
-4,927
-8% -$95.4K 0.49% 59
2015
Q2 		$1.29M Sell
62,215
-292
-0.5% -$6.29K 0.59% 52
2015
Q1 		$1.26M Buy
62,507
+8
+0% +$149 0.59% 51
2014
Q4 		$1.23M Sell
62,499
-444
-0.7% -$9.57K 0.6% 50
2014
Q3 		$1.42M Sell
62,943
-2,392
-4% -$52.3K 0.75% 43
2014
Q2 		$1.17M Sell
65,335
-493
-0.7% -$8.86K 0.6% 55
2014
Q1 		$1.17M Buy
65,828
+7
+0% +$123 0.64% 54
2013
Q4 		$1.29M Sell
65,821
-3,542
-5% -$64.9K 0.7% 51
2013
Q3 		$1.16M Buy
69,363
+1,200
+2% +$19K 0.68% 51
2013
Q2 		$1.02M Buy
+68,163
New +$1.02M 0.63% 53

Other funds holding STLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s STLD Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its Steel Dynamics (STLD) stake by 24% in Q4 2020, selling an estimated $141K and leaving 12,800 shares worth $472K. The position accounts for 0.27% of the portfolio, ranked #67.

Private Wealth Advisors (Pennsylvania) first reported a position in STLD in Q2 2013 and has held it in 31 quarters since. The position peaked at $1.42M in Q3 2014. 457 funds tracked by Wall St. Rank hold STLD as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 12,800 shares of Steel Dynamics worth $472K as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) sold 4,050 Steel Dynamics shares in Q4 2020, an estimated $141K.
  • Steel Dynamics made up 0.27% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #67 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Steel Dynamics in Q2 2013 and has held it in 31 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s Steel Dynamics position peaked at $1.42M in Q3 2014.
  • 457 funds tracked by Wall St. Rank held Steel Dynamics as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.