Coastal Bridge Advisors’s US Steel X Stock Holding History

Coastal Bridge Advisors’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
2023 Q2	–	Sell	-17,000	Closed	-$444K	–	181
2023 Q1	$444K	Sell	17,000 -1,000	-6%	-$27.8K	0.11%	92
2022 Q4	$451K	Hold	18,000	–	–	0.13%	94
2022 Q3	$326K	Hold	18,000	–	–	0.09%	113
2022 Q2	$322K	Buy	18,000 +2,500	+16%	+$68.3K	0.1%	107
2022 Q1	$585K	Buy	+15,500	New	+$419K	0.13%	81

Other funds holding X

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Coastal Bridge Advisors's X Position: Q2 2023 in Review

Coastal Bridge Advisors sold out of US Steel (X) in Q2 2023, closing a stake of 17,000 shares — an estimated $444K sold.

Coastal Bridge Advisors first reported a position in X in Q1 2022 and held it in 5 quarters. The position peaked at $585K in Q1 2022. 423 funds tracked by Wall St. Rank hold X as of Q2 2023.

Coastal Bridge Advisors reported no remaining US Steel position as of Q2 2023 after selling out during the quarter.
Coastal Bridge Advisors sold 17,000 US Steel shares in Q2 2023, an estimated $444K.
Coastal Bridge Advisors first reported a position in US Steel in Q1 2022 and held it in 5 quarters.
Coastal Bridge Advisors's US Steel position peaked at $585K in Q1 2022.
423 funds tracked by Wall St. Rank held US Steel as of Q2 2023.

Based on Coastal Bridge Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.