EF
X

Empowered Funds’s US Steel X Stock Holding History

Empowered Funds’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
2024
Q1 		– Sell
-80,658
Closed -$3.92M – 1449
2023
Q4 		$3.92M Buy
80,658
+463
+0.6% +$16.8K 0.1% 296
2023
Q3 		$2.6M Sell
80,195
-7,228
-8% -$203K 0.08% 370
2023
Q2 		$2.19M Buy
+87,423
New +$2.03M 0.08% 364
2023
Q1 		– Sell
-176,553
Closed -$4.42M – 764
2022
Q4 		$4.42M Sell
176,553
-21,006
-11% -$484K 0.62% 104
2022
Q3 		$3.58M Buy
197,559
+1,561
+0.8% +$33.4K 0.35% 82
2022
Q2 		$3.51M Buy
195,998
+65,241
+50% +$1.78M 0.45% 79
2022
Q1 		$4.93M Sell
130,757
-75,789
-37% -$2.05M 0.54% 42
2021
Q4 		$4.92M Buy
206,546
+21,180
+11% +$499K 0.55% 59
2021
Q3 		$4.07M Buy
185,366
+160,386
+642% +$4.01M 0.52% 68
2021
Q2 		$600K Sell
24,980
-2,300
-8% -$56.6K 0.08% 164
2021
Q1 		$457K Hold
27,280
– – 0.09% 160
2020
Q4 		$457K Buy
+27,280
New +$339K 0.09% 160

Other funds holding X

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.09B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return