JMF
X

Johnson Midwest Financial’s US Steel X Stock Holding History

Johnson Midwest Financial’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
2023
Q3 		$16.7K Hold
515
– – 0.04% 156
2023
Q2 		$12.9K Hold
515
– – 0.01% 182
2023
Q1 		$13.4K Hold
515
– – 0.02% 178
2022
Q4 		$13K Hold
515
– – 0.05% 180
2022
Q3 		$9 Hold
515
– – 0.03% 199
2022
Q2 		$9K Hold
515
– – 0.01% 192
2022
Q1 		$19K Buy
515
+1
+0.2% +$27 0.03% 135
2021
Q4 		$12K Hold
514
– – 0.01% 172
2021
Q3 		$11K Hold
514
– – 0.01% 180
2021
Q2 		$12K Hold
514
– – 0.01% 161
2021
Q1 		$13K Hold
514
– – 0.01% 149
2020
Q4 		$9K Buy
+514
New +$6.39K 0.01% 180

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
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
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Johnson Midwest Financial's X Position: Q3 2023 in Review

Johnson Midwest Financial held its US Steel (X) position steady in Q3 2023 at 515 shares worth $16.7K. The position accounts for 0.04% of the portfolio, ranked #156.

Johnson Midwest Financial first reported a position in X in Q4 2020 and has held it in 12 quarters since. The position peaked at $19K in Q1 2022. 459 funds tracked by Wall St. Rank hold X as of Q3 2023.

  • Johnson Midwest Financial held 515 shares of US Steel worth $16.7K as of Q3 2023.
  • Johnson Midwest Financial left its US Steel share count unchanged in Q3 2023.
  • US Steel made up 0.04% of Johnson Midwest Financial's portfolio in Q3 2023, its #156 holding.
  • Johnson Midwest Financial first reported a position in US Steel in Q4 2020 and has held it in 12 quarters since.
  • Johnson Midwest Financial's US Steel position peaked at $19K in Q1 2022.
  • 459 funds tracked by Wall St. Rank held US Steel as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.