Reilly Financial Advisors’s Steel Dynamics STLD Stock Holding History

Reilly Financial Advisors’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
2019 Q3	–	Sell	-400	Closed	-$12K	–	969
2019 Q2	$12K	Hold	400	–	–	﹤0.01%	637
2019 Q1	$14K	Hold	400	–	–	﹤0.01%	612
2018 Q4	$12K	Hold	400	–	–	﹤0.01%	615
2018 Q3	$18K	Hold	400	–	–	﹤0.01%	585
2018 Q2	$18K	Hold	400	–	–	﹤0.01%	541
2018 Q1	$18K	Sell	400 -1,043	-72%	-$48K	﹤0.01%	527
2017 Q4	$62K	Hold	1,443	–	–	0.01%	294
2017 Q3	$50K	Hold	1,443	–	–	0.01%	313
2017 Q2	$52K	Hold	1,443	–	–	0.01%	301
2017 Q1	$50K	Buy	1,443 +400	+38%	+$14.3K	0.01%	295
2016 Q4	$37K	Buy	+1,043	New	+$32.8K	0.01%	329

Other funds holding STLD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

Geode Capital Management

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return