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 $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Tarbox Family Office's STLD Position: Q2 2022 in Review

Tarbox Family Office sold out of Steel Dynamics (STLD) in Q2 2022, closing a stake of 57 shares — an estimated $5K sold.

Tarbox Family Office first reported a position in STLD in Q2 2019 and held it in 12 quarters. The position peaked at $5K in Q1 2022. 600 funds tracked by Wall St. Rank hold STLD as of Q2 2022.

Tarbox Family Office reported no remaining Steel Dynamics position as of Q2 2022 after selling out during the quarter.
Tarbox Family Office sold 57 Steel Dynamics shares in Q2 2022, an estimated $5K.
Tarbox Family Office first reported a position in Steel Dynamics in Q2 2019 and held it in 12 quarters.
Tarbox Family Office's Steel Dynamics position peaked at $5K in Q1 2022.
600 funds tracked by Wall St. Rank held Steel Dynamics as of Q2 2022.

Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.