Simplicity Solutions’s Steel Dynamics STLD Stock Holding History

Simplicity Solutions’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 Q4	$566K	Buy	4,792 +1,880	+65%	+$210K	0.02%	622
2023 Q3	$312K	Sell	2,912 -1,179	-29%	-$123K	0.01%	754
2023 Q2	$446K	Sell	4,091 -9,459	-70%	-$962K	0.01%	704
2023 Q1	$1.53M	Buy	+13,550	New	+$1.58M	0.04%	374
2019 Q2	–	Sell	-19,705	Closed	-$695K	–	857
2019 Q1	$695K	Buy	+19,705	New	+$700K	0.04%	325
2016 Q1	–	Sell	-56,928	Closed	-$1.02M	–	485
2015 Q4	$1.02M	Buy	+56,928	New	+$1.02M	0.12%	240

Other funds holding STLD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Simplicity Solutions's STLD Position: Q4 2023 in Review

Simplicity Solutions increased its Steel Dynamics (STLD) stake by 65% in Q4 2023, buying an estimated $210K and bringing the position to 4,792 shares worth $566K. The position accounts for 0.02% of the portfolio, ranked #622.

Simplicity Solutions first reported a position in STLD in Q4 2015 and has held it in 6 quarters since. The position peaked at $1.53M in Q1 2023. 767 funds tracked by Wall St. Rank hold STLD as of Q4 2023.

Simplicity Solutions held 4,792 shares of Steel Dynamics worth $566K as of Q4 2023.
Simplicity Solutions bought 1,880 Steel Dynamics shares in Q4 2023, an estimated $210K.
Steel Dynamics made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #622 holding.
Simplicity Solutions first reported a position in Steel Dynamics in Q4 2015 and has held it in 6 quarters since.
Simplicity Solutions's Steel Dynamics position peaked at $1.53M in Q1 2023.
767 funds tracked by Wall St. Rank held Steel Dynamics as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.