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Syntax Advisors’s Steel Dynamics STLD Stock Holding History

Syntax 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 		$257K Sell
2,396
-73
-3% -$7.6K 0.23% 96
2023
Q2 		$269K Buy
2,469
+351
+17% +$35.7K 0.22% 94
2023
Q1 		$239K Buy
+2,118
New +$246K 0.18% 171

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
Royal London Asset Management
Royal London Asset Management United Kingdom $47.7B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Syntax Advisors's STLD Position: Q3 2023 in Review

Syntax Advisors reduced its Steel Dynamics (STLD) stake by 3% in Q3 2023, selling an estimated $7.6K and leaving 2,396 shares worth $257K. The position accounts for 0.23% of the portfolio, ranked #96.

Syntax Advisors first reported a position in STLD in Q1 2023 and has held it in 3 quarters since. The position peaked at $269K in Q2 2023. 687 funds tracked by Wall St. Rank hold STLD as of Q3 2023.

  • Syntax Advisors held 2,396 shares of Steel Dynamics worth $257K as of Q3 2023.
  • Syntax Advisors sold 73 Steel Dynamics shares in Q3 2023, an estimated $7.6K.
  • Steel Dynamics made up 0.23% of Syntax Advisors's portfolio in Q3 2023, its #96 holding.
  • Syntax Advisors first reported a position in Steel Dynamics in Q1 2023 and has held it in 3 quarters since.
  • Syntax Advisors's Steel Dynamics position peaked at $269K in Q2 2023.
  • 687 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.