Berman Capital Advisors’s US Steel X Stock Holding History

Berman Capital Advisors’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
2021 Q3	$10K	Sell	498 -47	-9%	-$1.18K	﹤0.01%	1200
2021 Q2	$13K	Buy	545 +242	+80%	+$5.96K	﹤0.01%	1065
2021 Q1	$7K	Hold	303	–	–	﹤0.01%	1178
2020 Q4	$5K	Hold	303	–	–	﹤0.01%	1183
2020 Q3	$2K	Buy	303 +15	+5%	+$114	﹤0.01%	1354
2020 Q2	$2K	Sell	288 -120	-29%	-$936	﹤0.01%	1332
2020 Q1	$2K	Buy	408 +176	+76%	+$1.48K	﹤0.01%	1199
2019 Q4	$2K	Hold	232	–	–	﹤0.01%	1262
2019 Q3	$2K	Sell	232 -46	-17%	-$593	﹤0.01%	1243
2019 Q2	$4K	Buy	278 +228	+456%	+$3.51K	﹤0.01%	1044
2019 Q1	$0	Buy	+50	New	+$1.06K	﹤0.01%	1496

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

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

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

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

Berman Capital Advisors's X Position: Q3 2021 in Review

Berman Capital Advisors reduced its US Steel (X) stake by 8.6% in Q3 2021, selling an estimated $1.18K and leaving 498 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Berman Capital Advisors first reported a position in X in Q1 2019 and has held it in 11 quarters since. The position peaked at $13K in Q2 2021. 403 funds tracked by Wall St. Rank hold X as of Q3 2021.

Berman Capital Advisors held 498 shares of US Steel worth $10K as of Q3 2021.
Berman Capital Advisors sold 47 US Steel shares in Q3 2021, an estimated $1.18K.
US Steel made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1200 holding.
Berman Capital Advisors first reported a position in US Steel in Q1 2019 and has held it in 11 quarters since.
Berman Capital Advisors's US Steel position peaked at $13K in Q2 2021.
403 funds tracked by Wall St. Rank held US Steel as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.