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Evermay Wealth Management’s Cleveland-Cliffs CLF Stock Holding History

Evermay Wealth Management’s Portfolio CLF Stock Details CLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-19
Closed -$253 – 602
2025
Q4 		$253 Hold
19
– – ﹤0.01% 553
2025
Q3 		$232 Hold
19
– – ﹤0.01% 535
2025
Q2 		$145 Buy
+19
New +$141 ﹤0.01% 555
2021
Q3 		– Sell
-1,599
Closed -$34K – 468
2021
Q2 		$34K Buy
+1,599
New +$31.5K 0.01% 323

Other funds holding CLF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FFH
Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Evermay Wealth Management's CLF Position: Q1 2026 in Review

Evermay Wealth Management sold out of Cleveland-Cliffs (CLF) in Q1 2026, closing a stake of 19 shares — an estimated $253 sold.

Evermay Wealth Management first reported a position in CLF in Q2 2021 and held it in 4 quarters. The position peaked at $34K in Q2 2021. 566 funds tracked by Wall St. Rank hold CLF as of Q1 2026.

  • Evermay Wealth Management reported no remaining Cleveland-Cliffs position as of Q1 2026 after selling out during the quarter.
  • Evermay Wealth Management sold 19 Cleveland-Cliffs shares in Q1 2026, an estimated $253.
  • Evermay Wealth Management first reported a position in Cleveland-Cliffs in Q2 2021 and held it in 4 quarters.
  • Evermay Wealth Management's Cleveland-Cliffs position peaked at $34K in Q2 2021.
  • 566 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.