EWM
X

EPG Wealth Management’s US Steel X Stock Holding History

EPG Wealth Management’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
Q3 		– Sell
-11,178
Closed -$280K – 437
2023
Q2 		$280K Buy
11,178
+9
+0.1% +$209 0.08% 196
2023
Q1 		$292K Sell
11,169
-1,792
-14% -$49.8K 0.09% 187
2022
Q4 		$325K Buy
12,961
+8
+0.1% +$184 0.12% 150
2022
Q3 		$235K Buy
12,953
+9
+0.1% +$192 0.1% 182
2022
Q2 		$232K Sell
12,944
-1,308
-9% -$35.8K 0.1% 190
2022
Q1 		$538K Buy
14,252
+408
+3% +$11K 0.19% 108
2021
Q4 		$330K Buy
13,844
+2,065
+18% +$48.7K 0.12% 158
2021
Q3 		$259K Buy
11,779
+2,356
+25% +$58.9K 0.1% 174
2021
Q2 		$226K Buy
+9,423
New +$232K 0.1% 187
2020
Q2 		– Sell
-1,000
Closed -$6K – 787
2020
Q1 		$6K Buy
+1,000
New +$8.38K ﹤0.01% 573

Other funds holding X

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EPG Wealth Management's X Position: Q3 2023 in Review

EPG Wealth Management sold out of US Steel (X) in Q3 2023, closing a stake of 11,178 shares — an estimated $280K sold.

EPG Wealth Management first reported a position in X in Q1 2020 and held it in 10 quarters. The position peaked at $538K in Q1 2022. 459 funds tracked by Wall St. Rank hold X as of Q3 2023.

  • EPG Wealth Management reported no remaining US Steel position as of Q3 2023 after selling out during the quarter.
  • EPG Wealth Management sold 11,178 US Steel shares in Q3 2023, an estimated $280K.
  • EPG Wealth Management first reported a position in US Steel in Q1 2020 and held it in 10 quarters.
  • EPG Wealth Management's US Steel position peaked at $538K in Q1 2022.
  • 459 funds tracked by Wall St. Rank held US Steel as of Q3 2023.

Based on EPG Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.