HIA
X

Harbor Investment Advisory’s US Steel X Stock Holding History

Harbor Investment Advisory’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
Q3 		– Sell
-2
Closed -$76 – 1315
2024
Q2 		$76 Buy
+2
New +$76 ﹤0.01% 1276
2023
Q4 		– Sell
-21
Closed -$682 – 1212
2023
Q3 		$682 Buy
+21
New +$589 ﹤0.01% 1113
2021
Q4 		– Sell
-1,280
Closed -$30.2K – 1382
2021
Q3 		$28K Hold
1,280
– – ﹤0.01% 894
2021
Q2 		$31K Hold
1,280
– – ﹤0.01% 829
2021
Q1 		$33K Buy
1,280
+950
+288% +$18.8K 0.01% 778
2020
Q4 		$6K Hold
330
– – ﹤0.01% 1007
2020
Q3 		$2K Hold
330
– – ﹤0.01% 1044
2020
Q2 		$2K Hold
330
– – ﹤0.01% 1023
2020
Q1 		$2K Hold
330
– – ﹤0.01% 948
2019
Q4 		$4K Buy
+330
New +$4.1K ﹤0.01% 737

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Harbor Investment Advisory's X Position: Q3 2024 in Review

Harbor Investment Advisory sold out of US Steel (X) in Q3 2024, closing a stake of 2 shares — an estimated $76 sold.

Harbor Investment Advisory first reported a position in X in Q4 2019 and held it in 10 quarters. The position peaked at $33K in Q1 2021. 475 funds tracked by Wall St. Rank hold X as of Q3 2024.

  • Harbor Investment Advisory reported no remaining US Steel position as of Q3 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 2 US Steel shares in Q3 2024, an estimated $76.
  • Harbor Investment Advisory first reported a position in US Steel in Q4 2019 and held it in 10 quarters.
  • Harbor Investment Advisory's US Steel position peaked at $33K in Q1 2021.
  • 475 funds tracked by Wall St. Rank held US Steel as of Q3 2024.

Based on Harbor Investment Advisory's 13F filing for Q3 2024, filed 4 Oct 2024.