HFS
X

HL Financial Services’s US Steel X Stock Holding History

HL Financial 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
2019
Q1 		$609K Buy
31,235
+2,215
+8% +$47.1K 0.01% 469
2018
Q4 		$529K Sell
29,020
-2,460
-8% -$61.6K 0.01% 477
2018
Q3 		$960K Hold
31,480
– – 0.01% 390
2018
Q2 		$1.09M Buy
31,480
+205
+0.7% +$7.33K 0.02% 353
2018
Q1 		$1.1M Buy
31,275
+7,050
+29% +$278K 0.02% 346
2017
Q4 		$852K Sell
24,225
-4,870
-17% -$142K 0.02% 335
2017
Q3 		$747K Sell
29,095
-975
-3% -$23.9K 0.01% 411
2017
Q2 		$666K Buy
+30,070
New +$713K 0.01% 414
2017
Q1 		– Sell
-21,775
Closed -$719K – 702
2016
Q4 		$719K Sell
21,775
-410
-2% -$11K 0.02% 383
2016
Q3 		$418K Buy
22,185
+3,310
+18% +$68.3K 0.01% 470
2016
Q2 		$318K Sell
18,875
-500
-3% -$8.4K 0.01% 524
2016
Q1 		$311K Buy
+19,375
New +$193K 0.01% 522
2015
Q3 		– Sell
-9,700
Closed -$200K – 679
2015
Q2 		$200K Sell
9,700
-185
-2% -$4.54K 0.01% 642
2015
Q1 		$241K Sell
9,885
-1,160
-11% -$27.5K 0.01% 610
2014
Q4 		$295K Buy
+11,045
New +$368K 0.01% 555
2014
Q3 		– Sell
-19,320
Closed -$503K – 704
2014
Q2 		$503K Hold
19,320
– – 0.01% 409
2014
Q1 		$533K Sell
19,320
-400
-2% -$10.5K 0.02% 384
2013
Q4 		$582K Sell
19,720
-435
-2% -$11.2K 0.02% 353
2013
Q3 		$415K Sell
20,155
-990
-5% -$18.6K 0.01% 395
2013
Q2 		$371K Buy
+21,145
New +$374K 0.01% 390

Other funds holding X

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PC
Pelham Capital London, United Kingdom $176M AUM 37.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HL Financial Services's X Position: Q1 2019 in Review

HL Financial Services increased its US Steel (X) stake by 7.6% in Q1 2019, buying an estimated $47.1K and bringing the position to 31,235 shares worth $609K. The position accounts for 0.01% of the portfolio, ranked #469.

HL Financial Services first reported a position in X in Q2 2013 and has held it in 20 quarters since. The position peaked at $1.1M in Q1 2018. 362 funds tracked by Wall St. Rank hold X as of Q1 2019.

  • HL Financial Services held 31,235 shares of US Steel worth $609K as of Q1 2019.
  • HL Financial Services bought 2,215 US Steel shares in Q1 2019, an estimated $47.1K.
  • US Steel made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #469 holding.
  • HL Financial Services first reported a position in US Steel in Q2 2013 and has held it in 20 quarters since.
  • HL Financial Services's US Steel position peaked at $1.1M in Q1 2018.
  • 362 funds tracked by Wall St. Rank held US Steel as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.