Waldron Private Wealth’s Steel Dynamics STLD Stock Holding History

Waldron Private Wealth’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 Q4	–	Sell	-1,216	Closed	-$153K	–	480
2024 Q3	$153K	Buy	+1,216	New	+$148K	0.01%	407

Other funds holding STLD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Waldron Private Wealth's STLD Position: Q4 2024 in Review

Waldron Private Wealth sold out of Steel Dynamics (STLD) in Q4 2024, closing a stake of 1,216 shares — an estimated $153K sold.

Waldron Private Wealth first reported a position in STLD in Q3 2024 and held it in 1 quarter. The position peaked at $153K in Q3 2024. 795 funds tracked by Wall St. Rank hold STLD as of Q4 2024.

Waldron Private Wealth reported no remaining Steel Dynamics position as of Q4 2024 after selling out during the quarter.
Waldron Private Wealth sold 1,216 Steel Dynamics shares in Q4 2024, an estimated $153K.
Waldron Private Wealth first reported a position in Steel Dynamics in Q3 2024 and held it in 1 quarter.
Waldron Private Wealth's Steel Dynamics position peaked at $153K in Q3 2024.
795 funds tracked by Wall St. Rank held Steel Dynamics as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.