HS
X

Horan Securities’s US Steel X Stock Holding History

Horan Securities’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
2023
Q3 		– Sell
-220
Closed -$5.5K – 678
2023
Q2 		$5.5K Hold
220
– – ﹤0.01% 460
2023
Q1 		$5.74K Hold
220
– – ﹤0.01% 449
2022
Q4 		$5.51K Hold
220
– – ﹤0.01% 436
2022
Q3 		$4K Hold
220
– – ﹤0.01% 437
2022
Q2 		$4K Hold
220
– – ﹤0.01% 464
2022
Q1 		$8K Hold
220
– – ﹤0.01% 343
2021
Q4 		$5K Buy
+220
New +$5.19K ﹤0.01% 393
2021
Q2 		$5K Hold
220
– – ﹤0.01% 362
2021
Q1 		$6K Hold
220
– – 0.01% 319
2020
Q4 		$4K Hold
220
– – ﹤0.01% 325
2020
Q3 		$2K Hold
220
– – ﹤0.01% 321
2020
Q2 		$2K Hold
220
– – ﹤0.01% 290
2020
Q1 		$1K Buy
+220
New +$1.84K ﹤0.01% 250
2019
Q4 		– Sell
-220
Closed -$3K – 232
2019
Q3 		$3K Hold
220
– – ﹤0.01% 223
2019
Q2 		$3K Hold
220
– – ﹤0.01% 251
2019
Q1 		$4K Hold
220
– – ﹤0.01% 201
2018
Q4 		$5K Hold
220
– – 0.01% 179
2018
Q3 		$6K Hold
220
– – 0.01% 159
2018
Q2 		$8K Hold
220
– – 0.01% 140
2018
Q1 		$8K Buy
+220
New +$8.67K 0.01% 125

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Horan Securities's X Position: Q3 2023 in Review

Horan Securities sold out of US Steel (X) in Q3 2023, closing a stake of 220 shares — an estimated $5.5K sold.

Horan Securities first reported a position in X in Q1 2018 and held it in 20 quarters. The position peaked at $8K in Q1 2022. 459 funds tracked by Wall St. Rank hold X as of Q3 2023.

  • Horan Securities reported no remaining US Steel position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 220 US Steel shares in Q3 2023, an estimated $5.5K.
  • Horan Securities first reported a position in US Steel in Q1 2018 and held it in 20 quarters.
  • Horan Securities's US Steel position peaked at $8K in Q1 2022.
  • 459 funds tracked by Wall St. Rank held US Steel as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.