Winch Advisory Services’s Steel Dynamics STLD Stock Holding History

Winch Advisory Services’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	-6	Closed	-$684	–	540
2024 Q4	$684	Buy	+6	New	+$797	﹤0.01%	494
2019 Q3	–	Sell	-210	Closed	-$6K	–	422
2019 Q2	$6K	Hold	210	–	–	﹤0.01%	241
2019 Q1	$7K	Hold	210	–	–	﹤0.01%	226
2018 Q4	$6K	Hold	210	–	–	﹤0.01%	219
2018 Q3	$9K	Hold	210	–	–	﹤0.01%	187
2018 Q2	$10K	Buy	+210	New	+$9.94K	0.01%	196

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Winch Advisory Services's STLD Position: Q1 2025 in Review

Winch Advisory Services sold out of Steel Dynamics (STLD) in Q1 2025, closing a stake of 6 shares — an estimated $684 sold.

Winch Advisory Services first reported a position in STLD in Q2 2018 and held it in 6 quarters. The position peaked at $10K in Q2 2018. 809 funds tracked by Wall St. Rank hold STLD as of Q1 2025.

Winch Advisory Services reported no remaining Steel Dynamics position as of Q1 2025 after selling out during the quarter.
Winch Advisory Services sold 6 Steel Dynamics shares in Q1 2025, an estimated $684.
Winch Advisory Services first reported a position in Steel Dynamics in Q2 2018 and held it in 6 quarters.
Winch Advisory Services's Steel Dynamics position peaked at $10K in Q2 2018.
809 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.