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Tradition Wealth Management’s Steel Dynamics STLD Stock Holding History

Tradition Wealth Management’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
2024
Q1 		– Sell
-285
Closed -$34K – 1079
2023
Q4 		$34K Buy
285
+32
+13% +$3.57K ﹤0.01% 713
2023
Q3 		$27K Buy
253
+1
+0.4% +$104 ﹤0.01% 769
2023
Q2 		$27K Sell
252
-156
-38% -$15.9K ﹤0.01% 805
2023
Q1 		$46K Sell
408
-203
-33% -$23.6K 0.01% 632
2022
Q4 		$60K Buy
611
+6
+1% +$577 0.01% 486
2022
Q3 		$43K Buy
605
+1
+0.2% +$76 0.01% 548
2022
Q2 		$40K Buy
604
+1
+0.2% +$80 0.01% 500
2022
Q1 		$50K Sell
603
-64
-10% -$4.32K 0.01% 519
2021
Q4 		$41K Buy
667
+302
+83% +$18.9K 0.01% 581
2021
Q3 		$21K Hold
365
– – ﹤0.01% 716
2021
Q2 		$22K Buy
365
+100
+38% +$5.87K ﹤0.01% 740
2021
Q1 		$13K Hold
265
– – ﹤0.01% 725
2020
Q4 		$10K Buy
+265
New +$9.2K ﹤0.01% 747

Other funds holding STLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Tradition Wealth Management's STLD Position: Q1 2024 in Review

Tradition Wealth Management sold out of Steel Dynamics (STLD) in Q1 2024, closing a stake of 285 shares — an estimated $34K sold.

Tradition Wealth Management first reported a position in STLD in Q4 2020 and held it in 13 quarters. The position peaked at $60K in Q4 2022. 781 funds tracked by Wall St. Rank hold STLD as of Q1 2024.

  • Tradition Wealth Management reported no remaining Steel Dynamics position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 285 Steel Dynamics shares in Q1 2024, an estimated $34K.
  • Tradition Wealth Management first reported a position in Steel Dynamics in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's Steel Dynamics position peaked at $60K in Q4 2022.
  • 781 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.