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SVB Wealth’s Steel Dynamics STLD Stock Holding History

SVB Wealth’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
Q2 		– Sell
-1,685
Closed -$250K – 813
2024
Q1 		$250K Buy
+1,685
New +$212K 0.01% 690
2019
Q2 		– Sell
-5,680
Closed -$200K – 532
2019
Q1 		$200K Buy
+5,680
New +$202K 0.01% 383
2018
Q4 		– Sell
-5,680
Closed -$257K – 429
2018
Q3 		$257K Hold
5,680
– – 0.01% 386
2018
Q2 		$261K Buy
5,680
+474
+9% +$22.4K 0.01% 391
2018
Q1 		$230K Hold
5,206
– – 0.01% 405
2017
Q4 		$225K Sell
5,206
-1,025
-16% -$39.4K 0.01% 441
2017
Q3 		$215K Sell
6,231
-160
-3% -$5.62K 0.01% 431
2017
Q2 		$229K Sell
6,391
-16,667
-72% -$577K 0.01% 438
2017
Q1 		$801K Sell
23,058
-11,413
-33% -$407K 0.03% 285
2016
Q4 		$1.23M Sell
34,471
-355
-1% -$11.2K 0.05% 227
2016
Q3 		$870K Sell
34,826
-2,794
-7% -$71.4K 0.04% 264
2016
Q2 		$922K Sell
37,620
-12,330
-25% -$301K 0.04% 261
2016
Q1 		$1.12M Buy
49,950
+7,702
+18% +$145K 0.05% 245
2015
Q4 		$755K Sell
42,248
-9,089
-18% -$162K 0.03% 307
2015
Q3 		$882K Buy
51,337
+1,231
+2% +$23.8K 0.03% 310
2015
Q2 		$1.04M Buy
50,106
+22,249
+80% +$479K 0.03% 316
2015
Q1 		$560K Sell
27,857
-866
-3% -$16.1K 0.02% 399
2014
Q4 		$567K Buy
+28,723
New +$619K 0.02% 387

Other funds holding STLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SVB Wealth's STLD Position: Q2 2024 in Review

SVB Wealth sold out of Steel Dynamics (STLD) in Q2 2024, closing a stake of 1,685 shares — an estimated $250K sold.

SVB Wealth first reported a position in STLD in Q4 2014 and held it in 18 quarters. The position peaked at $1.23M in Q4 2016. 782 funds tracked by Wall St. Rank hold STLD as of Q2 2024.

  • SVB Wealth reported no remaining Steel Dynamics position as of Q2 2024 after selling out during the quarter.
  • SVB Wealth sold 1,685 Steel Dynamics shares in Q2 2024, an estimated $250K.
  • SVB Wealth first reported a position in Steel Dynamics in Q4 2014 and held it in 18 quarters.
  • SVB Wealth's Steel Dynamics position peaked at $1.23M in Q4 2016.
  • 782 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2024.

Based on SVB Wealth's 13F filing for Q2 2024, filed 6 Aug 2024.