WIS
RS icon

Wright Investors Service’s Reliance Steel & Aluminium RS Stock Holding History

Wright Investors Service’s Portfolio RS Stock Details RS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,388
Closed -$364K – 156
2023
Q3 		$364K Sell
1,388
-56
-4% -$15.5K 0.11% 132
2023
Q2 		$392K Sell
1,444
-196
-12% -$48.5K 0.11% 133
2023
Q1 		$421K Sell
1,640
-161
-9% -$37.9K 0.12% 134
2022
Q4 		$365K Hold
1,801
– – 0.1% 131
2022
Q3 		$314K Sell
1,801
-1,629
-47% -$299K 0.1% 134
2022
Q2 		$582K Buy
3,430
+260
+8% +$48.6K 0.17% 122
2022
Q1 		$581K Buy
3,170
+157
+5% +$27.2K 0.14% 124
2021
Q4 		$489K Sell
3,013
-2,436
-45% -$377K 0.12% 125
2021
Q3 		$777K Sell
5,449
-17
-0.3% -$2.56K 0.22% 106
2021
Q2 		$825K Sell
5,466
-17
-0.3% -$2.76K 0.22% 105
2021
Q1 		$835K Sell
5,483
-21
-0.4% -$2.83K 0.25% 106
2020
Q4 		$659K Buy
5,504
+1,219
+28% +$141K 0.23% 108
2020
Q3 		$437K Hold
4,285
– – 0.16% 119
2020
Q2 		$407K Sell
4,285
-10
-0.2% -$912 0.16% 122
2020
Q1 		$376K Buy
4,295
+1,476
+52% +$157K 0.16% 115
2019
Q4 		$337K Buy
+2,819
New +$319K 0.12% 125

Other funds holding RS

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Wright Investors Service's RS Position: Q4 2023 in Review

Wright Investors Service sold out of Reliance Steel & Aluminium (RS) in Q4 2023, closing a stake of 1,388 shares — an estimated $364K sold.

Wright Investors Service first reported a position in RS in Q4 2019 and held it in 16 quarters. The position peaked at $835K in Q1 2021. 570 funds tracked by Wall St. Rank hold RS as of Q4 2023.

  • Wright Investors Service reported no remaining Reliance Steel & Aluminium position as of Q4 2023 after selling out during the quarter.
  • Wright Investors Service sold 1,388 Reliance Steel & Aluminium shares in Q4 2023, an estimated $364K.
  • Wright Investors Service first reported a position in Reliance Steel & Aluminium in Q4 2019 and held it in 16 quarters.
  • Wright Investors Service's Reliance Steel & Aluminium position peaked at $835K in Q1 2021.
  • 570 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q4 2023.

Based on Wright Investors Service's 13F filing for Q4 2023, filed 31 Jan 2024.