Herold Advisors’s US Steel X Stock Holding History

Herold Advisors’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
2022 Q2	–	Sell	-200	Closed	-$7.55K	–	683
2022 Q1	$7.55K	Buy	+200	New	+$5.41K	﹤0.01%	633
2021 Q4	–	Sell	-200	Closed	-$4K	–	657
2021 Q3	$4K	Buy	+200	New	+$5K	﹤0.01%	682

Other funds holding X

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Herold Advisors's X Position: Q2 2022 in Review

Herold Advisors sold out of US Steel (X) in Q2 2022, closing a stake of 200 shares — an estimated $7.55K sold.

Herold Advisors first reported a position in X in Q3 2021 and held it in 2 quarters. The position peaked at $7.55K in Q1 2022. 438 funds tracked by Wall St. Rank hold X as of Q2 2022.

Herold Advisors reported no remaining US Steel position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 200 US Steel shares in Q2 2022, an estimated $7.55K.
Herold Advisors first reported a position in US Steel in Q3 2021 and held it in 2 quarters.
Herold Advisors's US Steel position peaked at $7.55K in Q1 2022.
438 funds tracked by Wall St. Rank held US Steel as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.