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 – 586
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 $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $4.65B AUM 56.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM