RFA
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Reilly Financial Advisors’s Reliance Steel & Aluminium RS Stock Holding History

Reilly Financial Advisors’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
2021
Q4 		$3K Buy
+20
New +$3.09K ﹤0.01% 945
2019
Q1 		– Sell
-8,250
Closed -$587K – 994
2018
Q4 		$587K Hold
8,250
– – 0.09% 126
2018
Q3 		$704K Hold
8,250
– – 0.09% 117
2018
Q2 		$722K Hold
8,250
– – 0.1% 117
2018
Q1 		$707K Hold
8,250
– – 0.1% 110
2017
Q4 		$708K Hold
8,250
– – 0.1% 108
2017
Q3 		$628K Hold
8,250
– – 0.09% 103
2017
Q2 		$601K Hold
8,250
– – 0.09% 107
2017
Q1 		$660K Hold
8,250
– – 0.11% 102
2016
Q4 		$656K Hold
8,250
– – 0.11% 97
2016
Q3 		$594K Sell
8,250
-600
-7% -$45K 0.11% 92
2016
Q2 		$681K Sell
8,850
-400
-4% -$29.3K 0.12% 87
2016
Q1 		$640K Sell
9,250
-300
-3% -$18.2K 0.11% 101
2015
Q4 		$553K Hold
9,550
– – 0.1% 109
2015
Q3 		$516K Sell
9,550
-500
-5% -$29.3K 0.09% 116
2015
Q2 		$608K Sell
10,050
-1,250
-11% -$79.1K 0.1% 109
2015
Q1 		$690K Sell
11,300
-300
-3% -$16.9K 0.12% 90
2014
Q4 		$711K Hold
11,600
– – 0.17% 61
2014
Q3 		$793K Hold
11,600
– – 0.19% 56
2014
Q2 		$861K Hold
11,600
– – 0.2% 56
2014
Q1 		$820K Hold
11,600
– – 0.2% 61
2013
Q4 		$880K Buy
+11,600
New +$857K 0.22% 59

Other funds holding RS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Reilly Financial Advisors's RS Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Reliance Steel & Aluminium (RS) in Q4 2021: 20 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #945 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in RS as recently as Q4 2018.

Reilly Financial Advisors first reported a position in RS in Q4 2013 and has held it in 22 quarters since. The position peaked at $880K in Q4 2013. 419 funds tracked by Wall St. Rank hold RS as of Q4 2021.

  • Reilly Financial Advisors held 20 shares of Reliance Steel & Aluminium worth $3K as of Q4 2021.
  • Reliance Steel & Aluminium was a new Reilly Financial Advisors position in Q4 2021.
  • Reliance Steel & Aluminium made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #945 holding.
  • Reilly Financial Advisors first reported a position in Reliance Steel & Aluminium in Q4 2013 and has held it in 22 quarters since.
  • Reilly Financial Advisors's Reliance Steel & Aluminium position peaked at $880K in Q4 2013.
  • 419 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.