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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Capital Research Global Investors

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