Sutton Wealth Advisors’s Steel Dynamics STLD Stock Holding History

Sutton Wealth 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
2023 Q3	$12.2K	Buy	114 +39	+52%	+$4.06K	0.01%	437
2023 Q2	$8.17K	Hold	75	–	–	﹤0.01%	492
2023 Q1	$8.48K	Sell	75 -31	-29%	-$3.6K	﹤0.01%	452
2022 Q4	$10.4K	Sell	106 -7	-6%	-$674	﹤0.01%	932
2022 Q3	$8.02K	Buy	113 +6	+6%	+$454	﹤0.01%	959
2022 Q2	$7.08K	Hold	107	–	–	﹤0.01%	1001
2022 Q1	$8.93K	Hold	107	–	–	﹤0.01%	960
2021 Q4	$6.64K	Buy	107 +19	+22%	+$1.19K	﹤0.01%	1033
2021 Q3	$5.15K	Hold	88	–	–	﹤0.01%	1052
2021 Q2	$5.25K	Hold	88	–	–	﹤0.01%	1039
2021 Q1	$4.47K	Hold	88	–	–	﹤0.01%	1031
2020 Q4	$3.25K	Hold	88	–	–	﹤0.01%	1045
2020 Q3	$2.52K	Hold	88	–	–	﹤0.01%	1047
2020 Q2	$2.3K	Sell	88 -20	-19%	-$500	﹤0.01%	1048
2020 Q1	$2.43K	Hold	108	–	–	﹤0.01%	1012
2019 Q4	$3.68K	Hold	108	–	–	﹤0.01%	988
2019 Q3	$3.22K	Hold	108	–	–	﹤0.01%	1000
2019 Q2	$3.26K	Buy	+108	New	+$3.3K	﹤0.01%	989

Other funds holding STLD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sutton Wealth Advisors's STLD Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Steel Dynamics (STLD) stake by 52% in Q3 2023, buying an estimated $4.06K and bringing the position to 114 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #437.

Sutton Wealth Advisors first reported a position in STLD in Q2 2019 and has held it in 18 quarters since. 688 funds tracked by Wall St. Rank hold STLD as of Q3 2023.

Sutton Wealth Advisors held 114 shares of Steel Dynamics worth $12.2K as of Q3 2023.
Sutton Wealth Advisors bought 39 Steel Dynamics shares in Q3 2023, an estimated $4.06K.
Steel Dynamics made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #437 holding.
Sutton Wealth Advisors first reported a position in Steel Dynamics in Q2 2019 and has held it in 18 quarters since.
688 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.