HI
X

Horizon Investments’s US Steel X Stock Holding History

Horizon Investments’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
Q1 		– Sell
-6
Closed -$292 – 867
2023
Q4 		$292 Buy
+6
New +$218 ﹤0.01% 793
2023
Q2 		– Sell
-14
Closed -$365 – 805
2023
Q1 		$365 Buy
+14
New +$389 ﹤0.01% 709
2015
Q2 		– Sell
-8,540
Closed -$208K – 127
2015
Q1 		$208K Buy
+8,540
New +$203K 0.02% 89

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
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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horizon Investments's X Position: Q1 2024 in Review

Horizon Investments sold out of US Steel (X) in Q1 2024, closing a stake of 6 shares — an estimated $292 sold.

Horizon Investments first reported a position in X in Q1 2015 and held it in 3 quarters. The position peaked at $208K in Q1 2015. 495 funds tracked by Wall St. Rank hold X as of Q1 2024.

  • Horizon Investments reported no remaining US Steel position as of Q1 2024 after selling out during the quarter.
  • Horizon Investments sold 6 US Steel shares in Q1 2024, an estimated $292.
  • Horizon Investments first reported a position in US Steel in Q1 2015 and held it in 3 quarters.
  • Horizon Investments's US Steel position peaked at $208K in Q1 2015.
  • 495 funds tracked by Wall St. Rank held US Steel as of Q1 2024.

Based on Horizon Investments's 13F filing for Q1 2024, filed 15 May 2024.