Waverton Investment Management’s Steel Dynamics STLD Stock Holding History

Waverton Investment 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
2019 Q4	–	Sell	-22,680	Closed	-$676K	–	73
2019 Q3	$676K	Buy	22,680 +164	+0.7%	+$4.84K	0.03%	67
2019 Q2	$680K	Buy	22,516 +1,011	+5%	+$30.9K	0.03%	74
2019 Q1	$758K	Sell	21,505 -245	-1%	-$8.7K	0.04%	65
2018 Q4	$653K	Buy	21,750 +647	+3%	+$24.5K	0.04%	64
2018 Q3	$954K	Hold	21,103	–	–	0.05%	55
2018 Q2	$970K	Hold	21,103	–	–	0.06%	55
2018 Q1	$933K	Hold	21,103	–	–	0.05%	54
2017 Q4	$910K	Hold	21,103	–	–	0.05%	58
2017 Q3	$727K	Buy	21,103 +229	+1%	+$8.04K	0.05%	63
2017 Q2	$747K	Buy	20,874 +763	+4%	+$26.4K	0.05%	64
2017 Q1	$699K	Sell	20,111 -117,903	-85%	-$4.2M	0.04%	82
2016 Q4	$4.91M	Buy	+138,014	New	+$4.34M	0.32%	47
2014 Q2	–	Sell	-161,650	Closed	-$2.88M	–	141
2014 Q1	$2.88M	Buy	161,650 +1,400	+0.9%	+$24.5K	0.14%	123
2013 Q4	$3.13M	Hold	160,250	–	–	0.16%	107
2013 Q3	$2.68M	Buy	+160,250	New	+$2.54M	0.16%	115

Other funds holding STLD

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Waverton Investment Management's STLD Position: Q4 2019 in Review

Waverton Investment Management sold out of Steel Dynamics (STLD) in Q4 2019, closing a stake of 22,680 shares — an estimated $676K sold.

Waverton Investment Management first reported a position in STLD in Q3 2013 and held it in 15 quarters. The position peaked at $4.91M in Q4 2016. 460 funds tracked by Wall St. Rank hold STLD as of Q4 2019.

Waverton Investment Management reported no remaining Steel Dynamics position as of Q4 2019 after selling out during the quarter.
Waverton Investment Management sold 22,680 Steel Dynamics shares in Q4 2019, an estimated $676K.
Waverton Investment Management first reported a position in Steel Dynamics in Q3 2013 and held it in 15 quarters.
Waverton Investment Management's Steel Dynamics position peaked at $4.91M in Q4 2016.
460 funds tracked by Wall St. Rank held Steel Dynamics as of Q4 2019.

Based on Waverton Investment Management's 13F filing for Q4 2019, filed 22 Jan 2020.