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Unique Wealth Strategies’s Steel Dynamics STLD Stock Holding History

Unique Wealth Strategies’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
Q3 		– Sell
-14
Closed -$2.08K – 603
2024
Q2 		$2.08K Buy
+14
New +$1.87K ﹤0.01% 481

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Unique Wealth Strategies's STLD Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Steel Dynamics (STLD) in Q3 2024, closing a stake of 14 shares — an estimated $2.08K sold.

Unique Wealth Strategies first reported a position in STLD in Q2 2024 and held it in 1 quarter. The position peaked at $2.08K in Q2 2024. 788 funds tracked by Wall St. Rank hold STLD as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Steel Dynamics position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 14 Steel Dynamics shares in Q3 2024, an estimated $2.08K.
  • Unique Wealth Strategies first reported a position in Steel Dynamics in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Steel Dynamics position peaked at $2.08K in Q2 2024.
  • 788 funds tracked by Wall St. Rank held Steel Dynamics as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.