HF
X

Halpern Financial’s US Steel X Stock Holding History

Halpern Financial’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
Q2 		– Sell
-20
Closed -$838 – 244
2024
Q1 		$838 Hold
20
– – ﹤0.01% 197
2023
Q4 		$957 Hold
20
– – ﹤0.01% 230
2023
Q3 		$650 Hold
20
– – ﹤0.01% 200
2023
Q2 		$500 Hold
20
– – ﹤0.01% 243
2023
Q1 		$522 Hold
20
– – ﹤0.01% 171
2022
Q4 		$501 Hold
20
– – ﹤0.01% 180
2022
Q3 		$362 Hold
20
– – ﹤0.01% 195
2022
Q2 		$358 Hold
20
– – ﹤0.01% 303
2022
Q1 		$755 Hold
20
– – ﹤0.01% 211
2021
Q4 		$476 Hold
20
– – ﹤0.01% 241
2021
Q3 		$439 Hold
20
– – ﹤0.01% 249
2021
Q2 		$480 Hold
20
– – ﹤0.01% 236
2021
Q1 		$523 Hold
20
– – ﹤0.01% 241
2020
Q4 		$335 Buy
+20
New +$249 ﹤0.01% 197

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Halpern Financial's X Position: Q2 2024 in Review

Halpern Financial sold out of US Steel (X) in Q2 2024, closing a stake of 20 shares — an estimated $838 sold.

Halpern Financial first reported a position in X in Q4 2020 and held it in 14 quarters. The position peaked at $957 in Q4 2023. 469 funds tracked by Wall St. Rank hold X as of Q2 2024.

  • Halpern Financial reported no remaining US Steel position as of Q2 2024 after selling out during the quarter.
  • Halpern Financial sold 20 US Steel shares in Q2 2024, an estimated $838.
  • Halpern Financial first reported a position in US Steel in Q4 2020 and held it in 14 quarters.
  • Halpern Financial's US Steel position peaked at $957 in Q4 2023.
  • 469 funds tracked by Wall St. Rank held US Steel as of Q2 2024.

Based on Halpern Financial's 13F filing for Q2 2024, filed 9 Jul 2024.