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Symphony Financial’s Steel Dynamics STLD Stock Holding History

Symphony Financial’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
Q1 		– Sell
-5,200
Closed -$513K – 210
2022
Q4 		$513K Sell
5,200
-660
-11% -$63.5K 0.14% 133
2022
Q3 		$414K Buy
+5,860
New +$444K 0.14% 149
2022
Q2 		– Sell
-7,000
Closed -$585K – 205
2022
Q1 		$585K Buy
+7,000
New +$472K 0.14% 120

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Symphony Financial's STLD Position: Q1 2023 in Review

Symphony Financial sold out of Steel Dynamics (STLD) in Q1 2023, closing a stake of 5,200 shares — an estimated $513K sold.

Symphony Financial first reported a position in STLD in Q1 2022 and held it in 3 quarters. The position peaked at $585K in Q1 2022. 719 funds tracked by Wall St. Rank hold STLD as of Q1 2023.

  • Symphony Financial reported no remaining Steel Dynamics position as of Q1 2023 after selling out during the quarter.
  • Symphony Financial sold 5,200 Steel Dynamics shares in Q1 2023, an estimated $513K.
  • Symphony Financial first reported a position in Steel Dynamics in Q1 2022 and held it in 3 quarters.
  • Symphony Financial's Steel Dynamics position peaked at $585K in Q1 2022.
  • 719 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2023.

Based on Symphony Financial's 13F filing for Q1 2023, filed 3 May 2023.