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Venturi Wealth Management’s Steel Dynamics STLD Stock Holding History

Venturi 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
2025
Q1 		– Sell
-71
Closed -$8.1K – 1656
2024
Q4 		$8.1K Hold
71
– – ﹤0.01% 1489
2024
Q3 		$8.95K Sell
71
-4
-5% -$486 ﹤0.01% 1223
2024
Q2 		$9.71K Buy
75
+61
+436% +$8.14K ﹤0.01% 1110
2024
Q1 		$2.08K Hold
14
– – ﹤0.01% 1249
2023
Q4 		$1.65K Buy
14
+4
+40% +$446 ﹤0.01% 1262
2023
Q3 		$1.07K Buy
+10
New +$1.04K ﹤0.01% 1285
2023
Q2 		– Sell
-16
Closed -$1.81K – 1258
2023
Q1 		$1.81K Buy
+16
New +$1.86K ﹤0.01% 1027
2019
Q2 		– Sell
-224,923
Closed -$8.02M – 260
2019
Q1 		$8.02M Buy
224,923
+130,409
+138% +$4.63M 1.04% 36
2018
Q4 		$2.83M Sell
94,514
-47,082
-33% -$1.78M 0.46% 55
2018
Q3 		$6.47M Buy
141,596
+2,615
+2% +$120K 1.14% 34
2018
Q2 		$6.16M Buy
138,981
+3,475
+3% +$164K 1.15% 33
2018
Q1 		$5.99M Sell
135,506
-10,810
-7% -$498K 1.16% 28
2017
Q4 		$6.31M Buy
146,316
+6,525
+5% +$251K 1.21% 25
2017
Q3 		$4.87M Sell
139,791
-12,510
-8% -$439K 1.03% 38
2017
Q2 		$5.45M Sell
152,301
-17,220
-10% -$596K 1.24% 30
2017
Q1 		$5.54M Buy
169,521
+13,655
+9% +$487K 1.28% 28
2016
Q4 		$5.55M Buy
155,866
+10,303
+7% +$324K 1.56% 28
2016
Q3 		$3.64M Buy
145,563
+1,580
+1% +$40.3K 1.21% 35
2016
Q2 		$3.53M Buy
+143,983
New +$3.52M 1.2% 33

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 $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Venturi Wealth Management's STLD Position: Q1 2025 in Review

Venturi Wealth Management sold out of Steel Dynamics (STLD) in Q1 2025, closing a stake of 71 shares — an estimated $8.1K sold.

Venturi Wealth Management first reported a position in STLD in Q2 2016 and held it in 19 quarters. The position peaked at $8.02M in Q1 2019. 809 funds tracked by Wall St. Rank hold STLD as of Q1 2025.

  • Venturi Wealth Management reported no remaining Steel Dynamics position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 71 Steel Dynamics shares in Q1 2025, an estimated $8.1K.
  • Venturi Wealth Management first reported a position in Steel Dynamics in Q2 2016 and held it in 19 quarters.
  • Venturi Wealth Management's Steel Dynamics position peaked at $8.02M in Q1 2019.
  • 809 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.