SRA
STLD icon

Secured Retirement Advisors’s Steel Dynamics STLD Stock Holding History

Secured Retirement 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
2025
Q1 		– Sell
-4,349
Closed -$496K – 160
2024
Q4 		$496K Sell
4,349
-6,340
-59% -$843K 0.28% 108
2024
Q3 		$1.35M Buy
10,689
+613
+6% +$74.5K 0.97% 43
2024
Q2 		$1.3M Buy
10,076
+762
+8% +$102K 1.02% 40
2024
Q1 		$1.38M Sell
9,314
-213
-2% -$26.8K 1.17% 36
2023
Q4 		$1.13M Buy
+9,527
New +$1.06M 1.08% 37

Other funds holding STLD

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Secured Retirement Advisors's STLD Position: Q1 2025 in Review

Secured Retirement Advisors sold out of Steel Dynamics (STLD) in Q1 2025, closing a stake of 4,349 shares — an estimated $496K sold.

Secured Retirement Advisors first reported a position in STLD in Q4 2023 and held it in 5 quarters. The position peaked at $1.38M in Q1 2024. 809 funds tracked by Wall St. Rank hold STLD as of Q1 2025.

  • Secured Retirement Advisors reported no remaining Steel Dynamics position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 4,349 Steel Dynamics shares in Q1 2025, an estimated $496K.
  • Secured Retirement Advisors first reported a position in Steel Dynamics in Q4 2023 and held it in 5 quarters.
  • Secured Retirement Advisors's Steel Dynamics position peaked at $1.38M in Q1 2024.
  • 809 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2025.

Based on Secured Retirement Advisors's 13F filing for Q1 2025, filed 1 May 2025.