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Harvest Investment Services’s US Steel X Stock Holding History

Harvest Investment Services’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
-9,998
Closed -$408K – 213
2024
Q1 		$408K Buy
9,998
+847
+9% +$38.8K 0.16% 125
2023
Q4 		$445K Buy
+9,151
New +$333K 0.21% 117

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

Harvest Investment Services's X Position: Q2 2024 in Review

Harvest Investment Services sold out of US Steel (X) in Q2 2024, closing a stake of 9,998 shares — an estimated $408K sold.

Harvest Investment Services first reported a position in X in Q4 2023 and held it in 2 quarters. The position peaked at $445K in Q4 2023. 469 funds tracked by Wall St. Rank hold X as of Q2 2024.

  • Harvest Investment Services reported no remaining US Steel position as of Q2 2024 after selling out during the quarter.
  • Harvest Investment Services sold 9,998 US Steel shares in Q2 2024, an estimated $408K.
  • Harvest Investment Services first reported a position in US Steel in Q4 2023 and held it in 2 quarters.
  • Harvest Investment Services's US Steel position peaked at $445K in Q4 2023.
  • 469 funds tracked by Wall St. Rank held US Steel as of Q2 2024.

Based on Harvest Investment Services's 13F filing for Q2 2024, filed 13 Aug 2024.