IFAM
X

Institutional & Family Asset Management’s US Steel X Stock Holding History

Institutional & Family Asset 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
2020
Q3 		– Sell
-130
Closed -$1K – 906
2020
Q2 		$1K Hold
130
– – ﹤0.01% 816
2020
Q1 		$1K Buy
+130
New +$1.09K ﹤0.01% 784

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Institutional & Family Asset Management's X Position: Q3 2020 in Review

Institutional & Family Asset Management sold out of US Steel (X) in Q3 2020, closing a stake of 130 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in X in Q1 2020 and held it in 2 quarters. The position peaked at $1K in Q2 2020. 300 funds tracked by Wall St. Rank hold X as of Q3 2020.

  • Institutional & Family Asset Management reported no remaining US Steel position as of Q3 2020 after selling out during the quarter.
  • Institutional & Family Asset Management sold 130 US Steel shares in Q3 2020, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in US Steel in Q1 2020 and held it in 2 quarters.
  • Institutional & Family Asset Management's US Steel position peaked at $1K in Q2 2020.
  • 300 funds tracked by Wall St. Rank held US Steel as of Q3 2020.

Based on Institutional & Family Asset Management's 13F filing for Q3 2020, filed 30 Oct 2020.