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Steward Financial Group’s Steel Dynamics STLD Stock Holding History

Steward Financial 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
Q3 		$55K Buy
515
+28
+6% +$2.92K 0.02% 141
2023
Q2 		$53K Buy
+487
New +$49.5K 0.02% 139
2022
Q3 		– Sell
-746
Closed -$49K – 1158
2022
Q2 		$49K Buy
746
+40
+6% +$3.2K 0.04% 92
2022
Q1 		$58K Hold
706
– – 0.05% 77
2021
Q4 		$43K Buy
+706
New +$44.2K 0.04% 80

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Financial Group's STLD Position: Q3 2023 in Review

Steward Financial Group increased its Steel Dynamics (STLD) stake by 5.7% in Q3 2023, buying an estimated $2.92K and bringing the position to 515 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #141.

Steward Financial Group first reported a position in STLD in Q4 2021 and has held it in 5 quarters since. The position peaked at $58K in Q1 2022. 687 funds tracked by Wall St. Rank hold STLD as of Q3 2023.

  • Steward Financial Group held 515 shares of Steel Dynamics worth $55K as of Q3 2023.
  • Steward Financial Group bought 28 Steel Dynamics shares in Q3 2023, an estimated $2.92K.
  • Steel Dynamics made up 0.02% of Steward Financial Group's portfolio in Q3 2023, its #141 holding.
  • Steward Financial Group first reported a position in Steel Dynamics in Q4 2021 and has held it in 5 quarters since.
  • Steward Financial Group's Steel Dynamics position peaked at $58K in Q1 2022.
  • 687 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.