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Steel Dynamics shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Steel Dynamics (STLD) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Steel Dynamics

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All positions including Steel Dynamics held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Steel Dynamics by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 25k 118.10
2023-09-30 $2.9M 27k 107.22
2023-06-30 $3.0M 95k 31.76
2023-03-31 $2.5M 26k 99.23
2022-12-31 $2.8M 29k 97.70
2022-09-30 $2.1M 30k 70.96
2022-06-30 $2.0M 30k 66.13
2022-03-31 $2.5M 30k 83.43
2021-12-31 $1.9M 31k 62.08
2021-09-30 $1.9M 32k 58.48
2021-06-30 $2.6M 44k 59.59
2021-03-31 $2.4M 47k 50.76