SFO
RS icon

Stokes Family Office’s Reliance Steel & Aluminium RS Stock Holding History

Stokes Family Office’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
2023
Q4 		– Sell
-1,013
Closed -$266K – 311
2023
Q3 		$266K Buy
1,013
+14
+1% +$3.88K 0.03% 262
2023
Q2 		$271K Buy
999
+98
+11% +$24.3K 0.03% 257
2023
Q1 		$231K Buy
+901
New +$212K 0.03% 258

Other funds holding RS

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Stokes Family Office's RS Position: Q4 2023 in Review

Stokes Family Office sold out of Reliance Steel & Aluminium (RS) in Q4 2023, closing a stake of 1,013 shares — an estimated $266K sold.

Stokes Family Office first reported a position in RS in Q1 2023 and held it in 3 quarters. The position peaked at $271K in Q2 2023. 570 funds tracked by Wall St. Rank hold RS as of Q4 2023.

  • Stokes Family Office reported no remaining Reliance Steel & Aluminium position as of Q4 2023 after selling out during the quarter.
  • Stokes Family Office sold 1,013 Reliance Steel & Aluminium shares in Q4 2023, an estimated $266K.
  • Stokes Family Office first reported a position in Reliance Steel & Aluminium in Q1 2023 and held it in 3 quarters.
  • Stokes Family Office's Reliance Steel & Aluminium position peaked at $271K in Q2 2023.
  • 570 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q4 2023.

Based on Stokes Family Office's 13F filing for Q4 2023, filed 6 Feb 2024.