KPF
X

K2 Principal Fund’s US Steel X Stock Holding History

K2 Principal Fund’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
Q1 		– Sell
-35,000
Closed -$877K – 379
2022
Q4 		$877K Sell
35,000
-492,500
-93% -$11.4M 0.24% 98
2022
Q3 		$9.56M Buy
527,500
+31,000
+6% +$663K 2.29% 25
2022
Q2 		$8.89M Buy
496,500
+451,500
+1,003% +$12.3M 1.52% 30
2022
Q1 		$1.7M Buy
+45,000
New +$1.22M 0.3% 110
2021
Q4 		– Sell
-50,000
Closed -$1.1M – 480
2021
Q3 		$1.1M Buy
+50,000
New +$1.25M 0.13% 176
2019
Q3 		– Sell
-25,000
Closed -$383K – 371
2019
Q2 		$383K Buy
+25,000
New +$385K 0.06% 235

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return