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USA Financial Formulas’s Reliance Steel & Aluminium RS Stock Holding History

USA Financial Formulas’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-293
Closed -$76.8K – 511
2023
Q3 		$76.8K Sell
293
-174
-37% -$48.2K 0.11% 174
2023
Q2 		$127K Buy
467
+22
+5% +$5.45K 0.19% 95
2023
Q1 		$114K Buy
+445
New +$105K 0.19% 83
2022
Q3 		– Sell
-752
Closed -$128K – 398
2022
Q2 		$128K Buy
+752
New +$140K 0.16% 84
2019
Q1 		– Sell
-4,290
Closed -$366K – 294
2018
Q4 		$366K Sell
4,290
-2,486
-37% -$196K 0.09% 177
2018
Q3 		$593K Buy
+6,776
New +$600K 0.15% 105

Other funds holding RS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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