Bogart Wealth LLC’s Cleveland-Cliffs CLF Stock Holding History

Bogart Wealth LLC’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
2026 Q1	$9.9K	Hold	1,172	–	–	﹤0.01%	907
2025 Q4	$15.6K	Buy	1,172 +40	+4%	+$505	﹤0.01%	743
2025 Q3	$13.8K	Hold	1,132	–	–	﹤0.01%	763
2025 Q2	$8.6K	Buy	1,132 +132	+13%	+$981	﹤0.01%	823
2025 Q1	$8.22K	Hold	1,000	–	–	﹤0.01%	794
2024 Q4	$9.4K	Hold	1,000	–	–	﹤0.01%	754
2024 Q3	$12.8K	Hold	1,000	–	–	﹤0.01%	637
2024 Q2	$15.4K	Buy	+1,000	New	+$17.9K	﹤0.01%	578
2022 Q4	–	Sell	-711	Closed	-$10K	–	1079
2022 Q3	$10K	Hold	711	–	–	﹤0.01%	535
2022 Q2	$11K	Hold	711	–	–	﹤0.01%	514
2022 Q1	$23K	Hold	711	–	–	﹤0.01%	361
2021 Q4	$15K	Hold	711	–	–	﹤0.01%	419
2021 Q3	$14K	Buy	+711	New	+$16.2K	﹤0.01%	411

Other funds holding CLF

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

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

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Bogart Wealth LLC's CLF Position: Q1 2026 in Review

Bogart Wealth LLC held its Cleveland-Cliffs (CLF) position steady in Q1 2026 at 1,172 shares worth $9.9K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Bogart Wealth LLC first reported a position in CLF in Q3 2021 and has held it in 13 quarters since. The position peaked at $23K in Q1 2022. 566 funds tracked by Wall St. Rank hold CLF as of Q1 2026.

Bogart Wealth LLC held 1,172 shares of Cleveland-Cliffs worth $9.9K as of Q1 2026.
Bogart Wealth LLC left its Cleveland-Cliffs share count unchanged in Q1 2026.
Cleveland-Cliffs made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #907 holding.
Bogart Wealth LLC first reported a position in Cleveland-Cliffs in Q3 2021 and has held it in 13 quarters since.
Bogart Wealth LLC's Cleveland-Cliffs position peaked at $23K in Q1 2022.
566 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.