Convergence Investment Partners’s US Steel X Stock Holding History

Convergence Investment Partners’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 Q1	–	Sell	-6,825	Closed	-$163K	–	257
2021 Q4	$163K	Buy	+6,825	New	+$161K	0.08%	204
2021 Q3	–	Sell	-8,477	Closed	-$203K	–	272
2021 Q2	$203K	Buy	+8,477	New	+$209K	0.09%	213
2018 Q2	–	Sell	-59,330	Closed	-$2.09M	–	923
2018 Q1	$2.09M	Buy	+59,330	New	+$2.34M	0.27%	132
2017 Q2	–	Sell	-37,937	Closed	-$1.28M	–	411
2017 Q1	$1.28M	Buy	+37,937	New	+$1.35M	0.18%	211
2015 Q2	–	Sell	-158,800	Closed	-$3.88M	–	427
2015 Q1	$3.88M	Buy	158,800 +67,283	+74%	+$1.6M	0.54%	45
2014 Q4	$2.45M	Buy	91,517 +24,660	+37%	+$822K	0.33%	118
2014 Q3	$2.62M	Buy	+66,857	New	+$2.34M	0.36%	99
2013 Q3	–	Sell	-115,208	Closed	-$2.02M	–	359
2013 Q2	$2.02M	Buy	+115,208	New	+$2.04M	0.52%	49

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 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

Convergence Investment Partners's X Position: Q1 2022 in Review

Convergence Investment Partners sold out of US Steel (X) in Q1 2022, closing a stake of 6,825 shares — an estimated $163K sold.

Convergence Investment Partners first reported a position in X in Q2 2013 and held it in 8 quarters. The position peaked at $3.88M in Q1 2015. 451 funds tracked by Wall St. Rank hold X as of Q1 2022.

Convergence Investment Partners reported no remaining US Steel position as of Q1 2022 after selling out during the quarter.
Convergence Investment Partners sold 6,825 US Steel shares in Q1 2022, an estimated $163K.
Convergence Investment Partners first reported a position in US Steel in Q2 2013 and held it in 8 quarters.
Convergence Investment Partners's US Steel position peaked at $3.88M in Q1 2015.
451 funds tracked by Wall St. Rank held US Steel as of Q1 2022.

Based on Convergence Investment Partners's 13F filing for Q1 2022, filed 26 Apr 2022.