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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 $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 $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

USA Financial Formulas's RS Position: Q4 2023 in Review

USA Financial Formulas sold out of Reliance Steel & Aluminium (RS) in Q4 2023, closing a stake of 293 shares — an estimated $76.8K sold.

USA Financial Formulas first reported a position in RS in Q3 2018 and held it in 6 quarters. The position peaked at $593K in Q3 2018. 570 funds tracked by Wall St. Rank hold RS as of Q4 2023.

  • USA Financial Formulas reported no remaining Reliance Steel & Aluminium position as of Q4 2023 after selling out during the quarter.
  • USA Financial Formulas sold 293 Reliance Steel & Aluminium shares in Q4 2023, an estimated $76.8K.
  • USA Financial Formulas first reported a position in Reliance Steel & Aluminium in Q3 2018 and held it in 6 quarters.
  • USA Financial Formulas's Reliance Steel & Aluminium position peaked at $593K in Q3 2018.
  • 570 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q4 2023.

Based on USA Financial Formulas's 13F filing for Q4 2023, filed 7 Feb 2024.