EF
X

Empirical Finance’s US Steel X Stock Holding History

Empirical Finance’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
Q4 		– Sell
-20,591
Closed -$669K – 532
2023
Q3 		$669K Buy
20,591
+196
+1% +$5.5K 0.05% 312
2023
Q2 		$510K Sell
20,395
-13,833
-40% -$322K 0.04% 362
2023
Q1 		$893K Hold
34,228
– – 0.08% 234
2022
Q4 		$857K Buy
34,228
+127
+0.4% +$2.93K 0.09% 230
2022
Q3 		$618K Buy
34,101
+20,323
+148% +$435K 0.07% 262
2022
Q2 		$247K Buy
+13,778
New +$377K 0.03% 440
2017
Q1 		– Sell
-64
Closed -$3K – 584
2016
Q4 		$3K Buy
+64
New +$1.71K ﹤0.01% 636

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empirical Finance's X Position: Q4 2023 in Review

Empirical Finance sold out of US Steel (X) in Q4 2023, closing a stake of 20,591 shares — an estimated $669K sold.

Empirical Finance first reported a position in X in Q4 2016 and held it in 7 quarters. The position peaked at $893K in Q1 2023. 517 funds tracked by Wall St. Rank hold X as of Q4 2023.

  • Empirical Finance reported no remaining US Steel position as of Q4 2023 after selling out during the quarter.
  • Empirical Finance sold 20,591 US Steel shares in Q4 2023, an estimated $669K.
  • Empirical Finance first reported a position in US Steel in Q4 2016 and held it in 7 quarters.
  • Empirical Finance's US Steel position peaked at $893K in Q1 2023.
  • 517 funds tracked by Wall St. Rank held US Steel as of Q4 2023.

Based on Empirical Finance's 13F filing for Q4 2023, filed 14 Feb 2024.