James Investment Research’s US Steel X Stock Holding History

James Investment Research’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 Q3	–	Sell	-2,624	Closed	-$63K	–	533
2021 Q2	$63K	Buy	+2,624	New	+$64.6K	0.01%	361
2021 Q1	–	Sell	-1,461	Closed	-$25K	–	564
2020 Q4	$25K	Buy	+1,461	New	+$18.2K	﹤0.01%	437
2020 Q1	–	Sell	-77	Closed	-$1K	–	547
2019 Q4	$1K	Sell	77 -116	-60%	-$1.44K	﹤0.01%	509
2019 Q3	$2K	Sell	193 -8,251	-98%	-$106K	﹤0.01%	557
2019 Q2	$129K	Sell	8,444 -45,879	-84%	-$707K	0.01%	413
2019 Q1	$1.06M	Sell	54,323 -18,098	-25%	-$385K	0.07%	203
2018 Q4	$1.32M	Sell	72,421 -11,469	-14%	-$287K	0.08%	207
2018 Q3	$2.56M	Buy	83,890 +14,435	+21%	+$466K	0.1%	187
2018 Q2	$2.41M	Buy	69,455 +4,115	+6%	+$147K	0.09%	237
2018 Q1	$2.3M	Sell	65,340 -8,285	-11%	-$326K	0.09%	233
2017 Q4	$2.59M	Buy	+73,625	New	+$2.14M	0.09%	201

Other funds holding X

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return