Bell Rock Capital’s US Steel X Stock Holding History

Bell Rock Capital’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
2022 Q2	–	Sell	-7,532	Closed	-$273K	–	127
2022 Q1	$273K	Sell	7,532 -725	-9%	-$19.6K	0.25%	83
2021 Q4	$204K	Buy	+8,257	New	+$195K	0.15%	117
2020 Q3	$149K	Sell	20,297 -2,395	-11%	-$18.1K	0.18%	80
2020 Q2	$164K	Buy	22,692 +192	+0.9%	+$1.5K	0.21%	75
2020 Q1	$142K	Buy	+22,500	New	+$189K	0.22%	67
2019 Q3	–	Sell	-30,123	Closed	-$461K	–	387
2019 Q2	$461K	Sell	30,123 -39,441	-57%	-$608K	0.4%	51
2019 Q1	$1.36M	Buy	69,564 +12,831	+23%	+$273K	0.78%	36
2018 Q4	$1.03M	Sell	56,733 -10,686	-16%	-$267K	0.69%	39
2018 Q3	$2.06M	Buy	67,419 +20,300	+43%	+$655K	1.01%	28
2018 Q2	$1.64M	Sell	47,119 -23,171	-33%	-$829K	0.83%	41
2018 Q1	$2.48M	Sell	70,290 -108,248	-61%	-$4.27M	1.31%	16
2017 Q4	$6.28M	Sell	178,538 -13,174	-7%	-$383K	3.4%	4
2017 Q3	$4.92M	Buy	191,712 +8,083	+4%	+$198K	2.81%	5
2017 Q2	$4.06M	Buy	183,629 +4,735	+3%	+$112K	2.5%	5
2017 Q1	$6.05M	Buy	178,894 +64,462	+56%	+$2.29M	5.6%	3
2016 Q4	$3.78M	Buy	+114,432	New	+$3.06M	3.98%	5

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Bell Rock Capital's X Position: Q2 2022 in Review

Bell Rock Capital sold out of US Steel (X) in Q2 2022, closing a stake of 7,532 shares — an estimated $273K sold.

Bell Rock Capital first reported a position in X in Q4 2016 and held it in 16 quarters. The position peaked at $6.28M in Q4 2017. 438 funds tracked by Wall St. Rank hold X as of Q2 2022.

Bell Rock Capital reported no remaining US Steel position as of Q2 2022 after selling out during the quarter.
Bell Rock Capital sold 7,532 US Steel shares in Q2 2022, an estimated $273K.
Bell Rock Capital first reported a position in US Steel in Q4 2016 and held it in 16 quarters.
Bell Rock Capital's US Steel position peaked at $6.28M in Q4 2017.
438 funds tracked by Wall St. Rank held US Steel as of Q2 2022.

Based on Bell Rock Capital's 13F filing for Q2 2022, filed 19 Jul 2022.