Appleton Partners’s US Steel X Stock Holding History

Appleton Partners’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
2024 Q2	–	Sell	-6,000	Closed	-$245K	–	274
2024 Q1	$245K	Sell	6,000 -100	-2%	-$4.58K	0.02%	251
2023 Q4	$297K	Sell	6,100 -1,000	-14%	-$36.4K	0.02%	244
2023 Q3	$231K	Buy	+7,100	New	+$199K	0.02%	269

Other funds holding X

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LCM

Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Appleton Partners's X Position: Q2 2024 in Review

Appleton Partners sold out of US Steel (X) in Q2 2024, closing a stake of 6,000 shares — an estimated $245K sold.

Appleton Partners first reported a position in X in Q3 2023 and held it in 3 quarters. The position peaked at $297K in Q4 2023. 468 funds tracked by Wall St. Rank hold X as of Q2 2024.

Appleton Partners reported no remaining US Steel position as of Q2 2024 after selling out during the quarter.
Appleton Partners sold 6,000 US Steel shares in Q2 2024, an estimated $245K.
Appleton Partners first reported a position in US Steel in Q3 2023 and held it in 3 quarters.
Appleton Partners's US Steel position peaked at $297K in Q4 2023.
468 funds tracked by Wall St. Rank held US Steel as of Q2 2024.

Based on Appleton Partners's 13F filing for Q2 2024, filed 2 Jul 2024.