Harvest Management’s US Steel X Stock Holding History

Harvest Management’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	-41,000	Closed	-$1.73M	–	77
2025 Q1	$1.73M	Buy	+41,000	New	+$1.55M	0.77%	23
2024 Q4	–	Sell	-100,100	Closed	-$3.54M	–	71
2024 Q3	$3.54M	Sell	100,100 -126,900	-56%	-$4.83M	1.8%	16
2024 Q2	$8.58M	Sell	227,000 -138,000	-38%	-$5.27M	6.55%	3
2024 Q1	$14.9M	Buy	365,000 +198,200	+119%	+$9.07M	10.04%	2
2023 Q4	$8.11M	Buy	166,800 +137,300	+465%	+$4.99M	7.51%	3
2023 Q3	$958K	Buy	+29,500	New	+$827K	0.5%	22

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 $173B AUM 20.72% 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

Harvest Management's X Position: Q2 2025 in Review

Harvest Management sold out of US Steel (X) in Q2 2025, closing a stake of 41,000 shares — an estimated $1.73M sold.

Harvest Management first reported a position in X in Q3 2023 and held it in 6 quarters. The position peaked at $14.9M in Q1 2024. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

Harvest Management reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
Harvest Management sold 41,000 US Steel shares in Q2 2025, an estimated $1.73M.
Harvest Management first reported a position in US Steel in Q3 2023 and held it in 6 quarters.
Harvest Management's US Steel position peaked at $14.9M in Q1 2024.
6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Harvest Management's 13F filing for Q2 2025, filed 14 Aug 2025.