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Caldwell Trust’s US Steel X Stock Holding History

Caldwell Trust’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
2020
Q2 		– Sell
-700
Closed -$4.42K – 795
2020
Q1 		$4.42K Buy
+700
New +$5.87K ﹤0.01% 709

Other funds holding X

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
CAAS Capital Management New York $934M AUM 1.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Caldwell Trust's X Position: Q2 2020 in Review

Caldwell Trust sold out of US Steel (X) in Q2 2020, closing a stake of 700 shares — an estimated $4.42K sold.

Caldwell Trust first reported a position in X in Q1 2020 and held it in 1 quarter. The position peaked at $4.42K in Q1 2020. 305 funds tracked by Wall St. Rank hold X as of Q2 2020.

  • Caldwell Trust reported no remaining US Steel position as of Q2 2020 after selling out during the quarter.
  • Caldwell Trust sold 700 US Steel shares in Q2 2020, an estimated $4.42K.
  • Caldwell Trust first reported a position in US Steel in Q1 2020 and held it in 1 quarter.
  • Caldwell Trust's US Steel position peaked at $4.42K in Q1 2020.
  • 305 funds tracked by Wall St. Rank held US Steel as of Q2 2020.

Based on Caldwell Trust's 13F filing for Q2 2020, filed 2 Oct 2025.