Gifford Fong Associates’s US Steel X Stock Holding History

Gifford Fong Associates’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
2025 Q2	–	Sell	-37,700	Closed	-$1.59M	–	126
2025 Q1	$1.59M	Hold	37,700	–	–	0.4%	69
2024 Q4	$1.28M	Hold	37,700	–	–	0.31%	79
2024 Q3	$1.33M	Hold	37,700	–	–	0.33%	80
2024 Q2	$1.43M	Hold	37,700	–	–	0.38%	73
2024 Q1	$1.54M	Hold	37,700	–	–	0.42%	71
2023 Q4	$1.83M	Hold	37,700	–	–	0.39%	70
2023 Q3	$1.22M	Hold	37,700	–	–	0.29%	81
2023 Q2	$943K	Hold	37,700	–	–	0.22%	89
2023 Q1	$984K	Hold	37,700	–	–	0.26%	86
2022 Q4	$944K	Hold	37,700	–	–	0.22%	90
2022 Q3	$683K	Hold	37,700	–	–	0.17%	94
2022 Q2	$675K	Sell	37,700 -100,000	-73%	-$2.73M	0.16%	95
2022 Q1	$5.2M	Sell	137,700 -100,000	-42%	-$2.71M	0.95%	25
2021 Q4	$5.66M	Hold	237,700	–	–	0.99%	23
2021 Q3	$5.22M	Hold	237,700	–	–	1.01%	22
2021 Q2	$5.71M	Hold	237,700	–	–	1.11%	20
2021 Q1	$6.22M	Hold	237,700	–	–	1.34%	17
2020 Q4	$3.99M	Hold	237,700	–	–	0.93%	29
2020 Q3	$1.75M	Hold	237,700	–	–	0.47%	57
2020 Q2	$1.72M	Hold	237,700	–	–	0.52%	51
2020 Q1	$1.5M	Hold	237,700	–	–	0.55%	49
2019 Q4	$2.71M	Hold	237,700	–	–	0.79%	33
2019 Q3	$2.75M	Hold	237,700	–	–	0.9%	33
2019 Q2	$3.64M	Hold	237,700	–	–	1.22%	29
2019 Q1	$4.63M	Hold	237,700	–	–	1.53%	18
2018 Q4	$4.34M	Buy	237,700 +75,000	+46%	+$1.88M	1.64%	17
2018 Q3	$4.96M	Buy	+162,700	New	+$5.25M	1.58%	18

Other funds holding X

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CAWM

Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Gifford Fong Associates's X Position: Q2 2025 in Review

Gifford Fong Associates sold out of US Steel (X) in Q2 2025, closing a stake of 37,700 shares — an estimated $1.59M sold.

Gifford Fong Associates first reported a position in X in Q3 2018 and held it in 27 quarters. The position peaked at $6.22M in Q1 2021. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

Gifford Fong Associates reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
Gifford Fong Associates sold 37,700 US Steel shares in Q2 2025, an estimated $1.59M.
Gifford Fong Associates first reported a position in US Steel in Q3 2018 and held it in 27 quarters.
Gifford Fong Associates's US Steel position peaked at $6.22M in Q1 2021.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Gifford Fong Associates's 13F filing for Q2 2025, filed 13 Aug 2025.