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BigSur Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

BigSur Wealth Management’s Portfolio CLF Stock Details CLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,070
Closed -$180K – 153
2024
Q3 		$180K Hold
14,070
– – 0.05% 149
2024
Q2 		$217K Hold
14,070
– – 0.07% 140
2024
Q1 		$320K Buy
+14,070
New +$279K 0.1% 125
2022
Q2 		– Sell
-19,000
Closed -$612K – 138
2022
Q1 		$612K Hold
19,000
– – 0.24% 83
2021
Q4 		$414K Buy
+19,000
New +$409K 0.16% 94

Other funds holding CLF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BigSur Wealth Management's CLF Position: Q4 2024 in Review

BigSur Wealth Management sold out of Cleveland-Cliffs (CLF) in Q4 2024, closing a stake of 14,070 shares — an estimated $180K sold.

BigSur Wealth Management first reported a position in CLF in Q4 2021 and held it in 5 quarters. The position peaked at $612K in Q1 2022. 573 funds tracked by Wall St. Rank hold CLF as of Q4 2024.

  • BigSur Wealth Management reported no remaining Cleveland-Cliffs position as of Q4 2024 after selling out during the quarter.
  • BigSur Wealth Management sold 14,070 Cleveland-Cliffs shares in Q4 2024, an estimated $180K.
  • BigSur Wealth Management first reported a position in Cleveland-Cliffs in Q4 2021 and held it in 5 quarters.
  • BigSur Wealth Management's Cleveland-Cliffs position peaked at $612K in Q1 2022.
  • 573 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q4 2024.

Based on BigSur Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.