Tarbox Family Office’s Steel Dynamics STLD Stock Holding History

Tarbox Family Office’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
2022 Q2	–	Sell	-57	Closed	-$5K	–	864
2022 Q1	$5K	Hold	57	–	–	﹤0.01%	548
2021 Q4	$4K	Hold	57	–	–	﹤0.01%	701
2021 Q3	$3K	Hold	57	–	–	﹤0.01%	847
2021 Q2	$3K	Hold	57	–	–	﹤0.01%	853
2021 Q1	$3K	Hold	57	–	–	﹤0.01%	799
2020 Q4	$2K	Hold	57	–	–	﹤0.01%	896
2020 Q3	$2K	Hold	57	–	–	﹤0.01%	842
2020 Q2	$1K	Hold	57	–	–	﹤0.01%	1062
2020 Q1	$1K	Hold	57	–	–	﹤0.01%	990
2019 Q4	$2K	Hold	57	–	–	﹤0.01%	853
2019 Q3	$2K	Hold	57	–	–	﹤0.01%	785
2019 Q2	$2K	Buy	+57	New	+$1.74K	﹤0.01%	795

Other funds holding STLD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Dimensional Fund Advisors

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Royal London Asset Management

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