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UBS’s Steel Dynamics STLD Stock Holding History

UBS’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
2014
Q3 		$23K Sell
1,000
-3,300
-77% -$72.2K ﹤0.01% 7825
2014
Q2 		$77K Buy
4,300
+2,900
+207% +$52.1K ﹤0.01% 6280
2014
Q1 		$25K Sell
1,400
-4,900
-78% -$85.8K ﹤0.01% 7802
2013
Q4 		$123K Sell
6,300
-2,700
-30% -$49.5K ﹤0.01% 5835
2013
Q3 		$150K Sell
9,000
-16,700
-65% -$265K ﹤0.01% 5542
2013
Q2 		$383K Buy
+25,700
New +$385K ﹤0.01% 4358

Other funds holding STLD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS's STLD Position: Q3 2014 in Review

UBS increased its Steel Dynamics (STLD) stake by 89% in Q3 2014, buying an estimated $3.84M and bringing the position to 373,012 shares worth $8.43M. The position accounts for 0.01% of the portfolio, ranked #1587.

UBS first reported a position in STLD in Q2 2013 and has held it in 6 quarters since. 285 funds tracked by Wall St. Rank hold STLD as of Q3 2014.

  • UBS held 373,012 shares of Steel Dynamics worth $8.43M as of Q3 2014.
  • UBS bought 175,430 Steel Dynamics shares in Q3 2014, an estimated $3.84M.
  • Steel Dynamics made up 0.01% of UBS's portfolio in Q3 2014, its #1587 holding.
  • UBS first reported a position in Steel Dynamics in Q2 2013 and has held it in 6 quarters since.
  • 285 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.