CSPIA
ZEUS

Cary Street Partners Investment Advisory’s Olympic Steel ZEUS Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio ZEUS Stock Details ZEUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-80
Closed -$4.5K – 1820
2023
Q3 		$4.5K Buy
+80
New +$4.13K ﹤0.01% 1520

Other funds holding ZEUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cary Street Partners Investment Advisory's ZEUS Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Olympic Steel (ZEUS) in Q4 2023, closing a stake of 80 shares — an estimated $4.5K sold.

Cary Street Partners Investment Advisory first reported a position in ZEUS in Q3 2023 and held it in 1 quarter. The position peaked at $4.5K in Q3 2023. 156 funds tracked by Wall St. Rank hold ZEUS as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Olympic Steel position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 80 Olympic Steel shares in Q4 2023, an estimated $4.5K.
  • Cary Street Partners Investment Advisory first reported a position in Olympic Steel in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Olympic Steel position peaked at $4.5K in Q3 2023.
  • 156 funds tracked by Wall St. Rank held Olympic Steel as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.