JPLA
X

Joseph P. Lucia & Associates’s US Steel X Stock Holding History

Joseph P. Lucia & Associates’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
Q1 		– Sell
-777
Closed -$9K – 505
2019
Q4 		$9K Hold
777
– – 0.01% 321
2019
Q3 		$9K Hold
777
– – 0.01% 326
2019
Q2 		$12K Buy
+777
New +$12K 0.01% 288

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Joseph P. Lucia & Associates's X Position: Q1 2020 in Review

Joseph P. Lucia & Associates sold out of US Steel (X) in Q1 2020, closing a stake of 777 shares — an estimated $9K sold.

Joseph P. Lucia & Associates first reported a position in X in Q2 2019 and held it in 3 quarters. The position peaked at $12K in Q2 2019. 307 funds tracked by Wall St. Rank hold X as of Q1 2020.

  • Joseph P. Lucia & Associates reported no remaining US Steel position as of Q1 2020 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 777 US Steel shares in Q1 2020, an estimated $9K.
  • Joseph P. Lucia & Associates first reported a position in US Steel in Q2 2019 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's US Steel position peaked at $12K in Q2 2019.
  • 307 funds tracked by Wall St. Rank held US Steel as of Q1 2020.

Based on Joseph P. Lucia & Associates's 13F filing for Q1 2020, filed 22 Apr 2020.