Capital & Planning LLC’s US Steel X Stock Holding History

Capital & Planning LLC’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
2025 Q1	–	Sell	-10	Closed	-$340	–	188
2024 Q4	$340	Buy	+10	New	+$369	﹤0.01%	185

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TCIM

TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return

CHP

Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return

CAU

Caxton Associates (UK) London $4.42B AUM 49.83% 1-Year Est. Return

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

Capital & Planning LLC's X Position: Q1 2025 in Review

Capital & Planning LLC sold out of US Steel (X) in Q1 2025, closing a stake of 10 shares — an estimated $340 sold.

Capital & Planning LLC first reported a position in X in Q4 2024 and held it in 1 quarter. The position peaked at $340 in Q4 2024. 506 funds tracked by Wall St. Rank hold X as of Q1 2025.

Capital & Planning LLC reported no remaining US Steel position as of Q1 2025 after selling out during the quarter.
Capital & Planning LLC sold 10 US Steel shares in Q1 2025, an estimated $340.
Capital & Planning LLC first reported a position in US Steel in Q4 2024 and held it in 1 quarter.
Capital & Planning LLC's US Steel position peaked at $340 in Q4 2024.
506 funds tracked by Wall St. Rank held US Steel as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.