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ProVise Management Group’s Steel Dynamics STLD Stock Holding History

ProVise Management 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
2023
Q2 		– Sell
-2,291
Closed -$259K – 362
2023
Q1 		$259K Buy
2,291
+74
+3% +$8.6K 0.02% 300
2022
Q4 		$217K Buy
+2,217
New +$213K 0.02% 294

Other funds holding STLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ProVise Management Group's STLD Position: Q2 2023 in Review

ProVise Management Group sold out of Steel Dynamics (STLD) in Q2 2023, closing a stake of 2,291 shares — an estimated $259K sold.

ProVise Management Group first reported a position in STLD in Q4 2022 and held it in 2 quarters. The position peaked at $259K in Q1 2023. 704 funds tracked by Wall St. Rank hold STLD as of Q2 2023.

  • ProVise Management Group reported no remaining Steel Dynamics position as of Q2 2023 after selling out during the quarter.
  • ProVise Management Group sold 2,291 Steel Dynamics shares in Q2 2023, an estimated $259K.
  • ProVise Management Group first reported a position in Steel Dynamics in Q4 2022 and held it in 2 quarters.
  • ProVise Management Group's Steel Dynamics position peaked at $259K in Q1 2023.
  • 704 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2023.

Based on ProVise Management Group's 13F filing for Q2 2023, filed 3 Aug 2023.