BIM
X

Bogle Investment Management’s US Steel X Stock Holding History

Bogle Investment Management’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
2018
Q2 		– Sell
-24,066
Closed -$847K – 360
2018
Q1 		$847K Buy
+24,066
New +$948K 0.06% 240
2017
Q1 		– Sell
-335,699
Closed -$11.1M – 391
2016
Q4 		$11.1M Buy
+335,699
New +$8.97M 0.76% 53
2014
Q4 		– Sell
-372,214
Closed -$14.6M – 417
2014
Q3 		$14.6M Buy
+372,214
New +$13M 0.95% 16

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AAM
Amerigo Asset Management George Town, Cayman Islands $254M AUM 115.73% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

Bogle Investment Management's X Position: Q2 2018 in Review

Bogle Investment Management sold out of US Steel (X) in Q2 2018, closing a stake of 24,066 shares — an estimated $847K sold.

Bogle Investment Management first reported a position in X in Q3 2014 and held it in 3 quarters. The position peaked at $14.6M in Q3 2014. 395 funds tracked by Wall St. Rank hold X as of Q2 2018.

  • Bogle Investment Management reported no remaining US Steel position as of Q2 2018 after selling out during the quarter.
  • Bogle Investment Management sold 24,066 US Steel shares in Q2 2018, an estimated $847K.
  • Bogle Investment Management first reported a position in US Steel in Q3 2014 and held it in 3 quarters.
  • Bogle Investment Management's US Steel position peaked at $14.6M in Q3 2014.
  • 395 funds tracked by Wall St. Rank held US Steel as of Q2 2018.

Based on Bogle Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.