EI
ZEUS

Ellevest Inc’s Olympic Steel ZEUS Stock Holding History

Ellevest Inc’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
2024
Q3 		– Sell
-4,741
Closed -$213K – 451
2024
Q2 		$213K Buy
+4,741
New +$271K 0.01% 374
2023
Q2 		– Sell
-2,118
Closed -$111K – 1675
2023
Q1 		$111K Buy
2,118
+249
+13% +$11.5K 0.01% 426
2022
Q4 		$62.8K Sell
1,869
-170
-8% -$5.11K 0.01% 552
2022
Q3 		$47K Buy
2,039
+738
+57% +$19.9K ﹤0.01% 603
2022
Q2 		$34K Buy
1,301
+221
+20% +$7.44K ﹤0.01% 651
2022
Q1 		$42K Buy
1,080
+502
+87% +$13.6K ﹤0.01% 582
2021
Q4 		$14K Buy
578
+317
+121% +$7.67K ﹤0.01% 790
2021
Q3 		$6K Buy
261
+184
+239% +$5.08K ﹤0.01% 941
2021
Q2 		$2K Buy
77
+17
+28% +$536 ﹤0.01% 1087
2021
Q1 		$2K Hold
60
– – ﹤0.01% 1104
2020
Q4 		$1K Hold
60
– – ﹤0.01% 1135
2020
Q3 		$1K Buy
+60
New +$665 ﹤0.01% 1082
2020
Q2 		– Sell
-97
Closed -$1K – 1363
2020
Q1 		$1K Buy
97
+55
+131% +$738 ﹤0.01% 1010
2019
Q4 		$1K Buy
+42
New +$667 ﹤0.01% 901

Other funds holding ZEUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ellevest Inc's ZEUS Position: Q3 2024 in Review

Ellevest Inc sold out of Olympic Steel (ZEUS) in Q3 2024, closing a stake of 4,741 shares — an estimated $213K sold.

Ellevest Inc first reported a position in ZEUS in Q4 2019 and held it in 14 quarters. The position peaked at $213K in Q2 2024. 155 funds tracked by Wall St. Rank hold ZEUS as of Q3 2024.

  • Ellevest Inc reported no remaining Olympic Steel position as of Q3 2024 after selling out during the quarter.
  • Ellevest Inc sold 4,741 Olympic Steel shares in Q3 2024, an estimated $213K.
  • Ellevest Inc first reported a position in Olympic Steel in Q4 2019 and held it in 14 quarters.
  • Ellevest Inc's Olympic Steel position peaked at $213K in Q2 2024.
  • 155 funds tracked by Wall St. Rank held Olympic Steel as of Q3 2024.

Based on Ellevest Inc's 13F filing for Q3 2024, filed 13 Nov 2024.