Ameritas Advisory Services’s US Steel X Stock Holding History

Ameritas Advisory Services’s Portfolio X Stock Details X Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-17,318	Closed	-$563K	–	854
2023 Q3	$563K	Buy	+17,318	New	+$486K	0.03%	475
2023 Q2	–	Sell	-23,567	Closed	-$595K	–	2542
2023 Q1	$595K	Sell	23,567 -7	-0%	-$194	0.03%	438
2022 Q4	$591K	Sell	23,574 -1,015	-4%	-$23.4K	0.03%	491
2022 Q3	$446K	Buy	24,589 +259	+1%	+$5.54K	0.03%	465
2022 Q2	$436K	Sell	24,330 -1,368	-5%	-$37.4K	0.03%	494
2022 Q1	$970K	Buy	25,698 +2,602	+11%	+$70.4K	0.04%	342
2021 Q4	$550K	Buy	+23,096	New	+$544K	0.02%	478

Other funds holding X

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

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

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameritas Advisory Services's X Position: Q4 2023 in Review

Ameritas Advisory Services sold out of US Steel (X) in Q4 2023, closing a stake of 17,318 shares — an estimated $563K sold.

Ameritas Advisory Services first reported a position in X in Q4 2021 and held it in 7 quarters. The position peaked at $970K in Q1 2022. 517 funds tracked by Wall St. Rank hold X as of Q4 2023.

Ameritas Advisory Services reported no remaining US Steel position as of Q4 2023 after selling out during the quarter.
Ameritas Advisory Services sold 17,318 US Steel shares in Q4 2023, an estimated $563K.
Ameritas Advisory Services first reported a position in US Steel in Q4 2021 and held it in 7 quarters.
Ameritas Advisory Services's US Steel position peaked at $970K in Q1 2022.
517 funds tracked by Wall St. Rank held US Steel as of Q4 2023.

Based on Ameritas Advisory Services's 13F filing for Q4 2023, filed 14 Feb 2024.