Jacobi Capital Management’s US Steel X Stock Holding History

Jacobi Capital 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
2021 Q4	–	Sell	-250	Closed	-$5K	–	1348
2021 Q3	$5K	Hold	250	–	–	﹤0.01%	1210
2021 Q2	$6K	Hold	250	–	–	﹤0.01%	1140
2021 Q1	$7K	Hold	250	–	–	﹤0.01%	1065
2020 Q4	$4K	Hold	250	–	–	﹤0.01%	1073
2020 Q3	$2K	Hold	250	–	–	﹤0.01%	1132
2020 Q2	$2K	Hold	250	–	–	﹤0.01%	1087
2020 Q1	$2K	Hold	250	–	–	﹤0.01%	998
2019 Q4	$3K	Hold	250	–	–	﹤0.01%	933
2019 Q3	$3K	Hold	250	–	–	﹤0.01%	915
2019 Q2	$4K	Hold	250	–	–	﹤0.01%	873
2019 Q1	$5K	Hold	250	–	–	﹤0.01%	802
2018 Q4	$5K	Hold	250	–	–	﹤0.01%	768
2018 Q3	$8K	Hold	250	–	–	﹤0.01%	735
2018 Q2	$9K	Hold	250	–	–	﹤0.01%	735
2018 Q1	$9K	Hold	250	–	–	﹤0.01%	712
2017 Q4	$10K	Hold	250	–	–	﹤0.01%	669
2017 Q3	$6K	Hold	250	–	–	﹤0.01%	737
2017 Q2	$5K	Hold	250	–	–	﹤0.01%	687
2017 Q1	$8K	Hold	250	–	–	﹤0.01%	500
2016 Q4	$9K	Hold	250	–	–	0.01%	450
2016 Q3	$4K	Hold	250	–	–	﹤0.01%	593
2016 Q2	$4K	Buy	+250	New	+$4.2K	﹤0.01%	575

Other funds holding X

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jacobi Capital Management's X Position: Q4 2021 in Review

Jacobi Capital Management sold out of US Steel (X) in Q4 2021, closing a stake of 250 shares — an estimated $5K sold.

Jacobi Capital Management first reported a position in X in Q2 2016 and held it in 22 quarters. The position peaked at $10K in Q4 2017. 429 funds tracked by Wall St. Rank hold X as of Q4 2021.

Jacobi Capital Management reported no remaining US Steel position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 250 US Steel shares in Q4 2021, an estimated $5K.
Jacobi Capital Management first reported a position in US Steel in Q2 2016 and held it in 22 quarters.
Jacobi Capital Management's US Steel position peaked at $10K in Q4 2017.
429 funds tracked by Wall St. Rank held US Steel as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.