Warther Private Wealth’s Steel Dynamics STLD Stock Holding History

Warther 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
2023 Q1	–	Sell	-2,169	Closed	-$212K	–	80
2022 Q4	$212K	Buy	+2,169	New	+$209K	0.16%	72
2022 Q3	–	Sell	-9,741	Closed	-$645K	–	103
2022 Q2	$645K	Sell	9,741 -47	-0.5%	-$3.77K	0.47%	58
2022 Q1	$832K	Buy	9,788 +2,689	+38%	+$181K	0.54%	50
2021 Q4	$438K	Buy	7,099 +1,445	+26%	+$90.4K	0.33%	76
2021 Q3	$330K	Hold	5,654	–	–	0.29%	85
2021 Q2	$344K	Buy	+5,654	New	+$332K	0.33%	74

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 $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Warther Private Wealth's STLD Position: Q1 2023 in Review

Warther Private Wealth sold out of Steel Dynamics (STLD) in Q1 2023, closing a stake of 2,169 shares — an estimated $212K sold.

Warther Private Wealth first reported a position in STLD in Q2 2021 and held it in 6 quarters. The position peaked at $832K in Q1 2022. 719 funds tracked by Wall St. Rank hold STLD as of Q1 2023.

Warther Private Wealth reported no remaining Steel Dynamics position as of Q1 2023 after selling out during the quarter.
Warther Private Wealth sold 2,169 Steel Dynamics shares in Q1 2023, an estimated $212K.
Warther Private Wealth first reported a position in Steel Dynamics in Q2 2021 and held it in 6 quarters.
Warther Private Wealth's Steel Dynamics position peaked at $832K in Q1 2022.
719 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2023.

Based on Warther Private Wealth's 13F filing for Q1 2023, filed 30 May 2023.