CAPTRUST Financial Advisors

CAPTRUST Financial Advisors’s ArcelorMittal MT Stock Holding History

CAPTRUST Financial Advisors’s Portfolio MT Stock Details MT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.31M	Buy	+25,146	New	+$1.39M	﹤0.01%	1452
2022 Q3	–	Sell	-1,463	Closed	-$33K	–	3280
2022 Q2	$33K	Buy	1,463 +82	+6%	+$2.4K	﹤0.01%	3055
2022 Q1	$44K	Buy	1,381 +862	+166%	+$27.6K	﹤0.01%	2883
2021 Q4	$17K	Sell	519 -49	-9%	-$1.52K	﹤0.01%	3408
2021 Q3	$17K	Buy	568 +517	+1,014%	+$16.9K	﹤0.01%	3278
2021 Q2	$2K	Sell	51 -13	-20%	-$402	﹤0.01%	4191
2021 Q1	$2K	Buy	+64	New	+$1.56K	﹤0.01%	4058

Other funds holding MT

Dimensional Fund Advisors

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return