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Zullo Investment Group’s Steel Dynamics STLD Stock Holding History

Zullo Investment Group’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
-880
Closed -$86K – 638
2022
Q4 		$86K Hold
880
– – 0.05% 213
2022
Q3 		$62K Buy
880
+15
+2% +$1.14K 0.04% 243
2022
Q2 		$57K Buy
865
+715
+477% +$57.3K 0.04% 269
2022
Q1 		$13K Sell
150
-1,375
-90% -$92.8K 0.01% 491
2021
Q4 		$95K Buy
+1,525
New +$95.4K 0.05% 231

Other funds holding STLD

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal London Asset Management
Royal London Asset Management United Kingdom $54.3B AUM 39.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Zullo Investment Group's STLD Position: Q1 2023 in Review

Zullo Investment Group sold out of Steel Dynamics (STLD) in Q1 2023, closing a stake of 880 shares — an estimated $86K sold.

Zullo Investment Group first reported a position in STLD in Q4 2021 and held it in 5 quarters. The position peaked at $95K in Q4 2021. 719 funds tracked by Wall St. Rank hold STLD as of Q1 2023.

  • Zullo Investment Group reported no remaining Steel Dynamics position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 880 Steel Dynamics shares in Q1 2023, an estimated $86K.
  • Zullo Investment Group first reported a position in Steel Dynamics in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Steel Dynamics position peaked at $95K in Q4 2021.
  • 719 funds tracked by Wall St. Rank held Steel Dynamics as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.