Calton & Associates’s US Steel X Stock Holding History

Calton & Associates’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
2022 Q2	–	Sell	-8,724	Closed	-$329K	–	360
2022 Q1	$329K	Buy	+8,724	New	+$236K	0.1%	230
2018 Q1	–	Sell	-421	Closed	-$16K	–	1285
2017 Q4	$16K	Buy	+421	New	+$12.2K	﹤0.01%	945

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Calton & Associates's X Position: Q2 2022 in Review

Calton & Associates sold out of US Steel (X) in Q2 2022, closing a stake of 8,724 shares — an estimated $329K sold.

Calton & Associates first reported a position in X in Q4 2017 and held it in 2 quarters. The position peaked at $329K in Q1 2022. 438 funds tracked by Wall St. Rank hold X as of Q2 2022.

Calton & Associates reported no remaining US Steel position as of Q2 2022 after selling out during the quarter.
Calton & Associates sold 8,724 US Steel shares in Q2 2022, an estimated $329K.
Calton & Associates first reported a position in US Steel in Q4 2017 and held it in 2 quarters.
Calton & Associates's US Steel position peaked at $329K in Q1 2022.
438 funds tracked by Wall St. Rank held US Steel as of Q2 2022.

Based on Calton & Associates's 13F filing for Q2 2022, filed 12 Jul 2022.