JIR
X

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 – 532
2021
Q2 		$63K Buy
+2,624
New +$64.6K 0.01% 361
2021
Q1 		– Sell
-1,461
Closed -$25K – 563
2020
Q4 		$25K Buy
+1,461
New +$18.2K ﹤0.01% 437
2020
Q1 		– Sell
-77
Closed -$1K – 546
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
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

James Investment Research's X Position: Q3 2021 in Review

James Investment Research sold out of US Steel (X) in Q3 2021, closing a stake of 2,624 shares — an estimated $63K sold.

James Investment Research first reported a position in X in Q4 2017 and held it in 11 quarters. The position peaked at $2.59M in Q4 2017. 403 funds tracked by Wall St. Rank hold X as of Q3 2021.

  • James Investment Research reported no remaining US Steel position as of Q3 2021 after selling out during the quarter.
  • James Investment Research sold 2,624 US Steel shares in Q3 2021, an estimated $63K.
  • James Investment Research first reported a position in US Steel in Q4 2017 and held it in 11 quarters.
  • James Investment Research's US Steel position peaked at $2.59M in Q4 2017.
  • 403 funds tracked by Wall St. Rank held US Steel as of Q3 2021.

Based on James Investment Research's 13F filing for Q3 2021, filed 22 Oct 2021.