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Tilia Fiduciary Partners’s Steel Dynamics STLD Stock Holding History

Tilia Fiduciary Partners’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 		– Sell
-250
Closed -$27.2K – 436
2023
Q2 		$27.2K Hold
250
– – 0.02% 270
2023
Q1 		$28.3K Hold
250
– – 0.03% 264
2022
Q4 		$24.4K Hold
250
– – 0.02% 268
2022
Q3 		$20K Hold
250
– – 0.02% 286
2022
Q2 		$16K Buy
+250
New +$20K 0.02% 335

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

Tilia Fiduciary Partners's STLD Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Steel Dynamics (STLD) in Q3 2023, closing a stake of 250 shares — an estimated $27.2K sold.

Tilia Fiduciary Partners first reported a position in STLD in Q2 2022 and held it in 5 quarters. The position peaked at $28.3K in Q1 2023. 687 funds tracked by Wall St. Rank hold STLD as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Steel Dynamics position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 250 Steel Dynamics shares in Q3 2023, an estimated $27.2K.
  • Tilia Fiduciary Partners first reported a position in Steel Dynamics in Q2 2022 and held it in 5 quarters.
  • Tilia Fiduciary Partners's Steel Dynamics position peaked at $28.3K in Q1 2023.
  • 687 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.