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Summit Global Investments’s Steel Dynamics STLD Stock Holding History

Summit Global Investments’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
2024
Q1 		– Sell
-67,976
Closed -$8.03M – 598
2023
Q4 		$8.03M Sell
67,976
-19,428
-22% -$2.17M 0.53% 39
2023
Q3 		$9.37M Buy
+87,404
New +$9.1M 0.62% 40

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Summit Global Investments's STLD Position: Q1 2024 in Review

Summit Global Investments sold out of Steel Dynamics (STLD) in Q1 2024, closing a stake of 67,976 shares — an estimated $8.03M sold.

Summit Global Investments first reported a position in STLD in Q3 2023 and held it in 2 quarters. The position peaked at $9.37M in Q3 2023. 780 funds tracked by Wall St. Rank hold STLD as of Q1 2024.

  • Summit Global Investments reported no remaining Steel Dynamics position as of Q1 2024 after selling out during the quarter.
  • Summit Global Investments sold 67,976 Steel Dynamics shares in Q1 2024, an estimated $8.03M.
  • Summit Global Investments first reported a position in Steel Dynamics in Q3 2023 and held it in 2 quarters.
  • Summit Global Investments's Steel Dynamics position peaked at $9.37M in Q3 2023.
  • 780 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2024.

Based on Summit Global Investments's 13F filing for Q1 2024, filed 29 Apr 2024.