Ken Fisher
X

Ken Fisher’s US Steel X Stock Holding History

Ken Fisher’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
Q4 		– Sell
-87,070
Closed -$2.83M – 1132
2023
Q3 		$2.83M Sell
87,070
-41,277
-32% -$1.16M ﹤0.01% 588
2023
Q2 		$3.21M Buy
128,347
+21,635
+20% +$504K ﹤0.01% 594
2023
Q1 		$2.79M Buy
106,712
+717
+0.7% +$19.9K ﹤0.01% 612
2022
Q4 		$2.65M Sell
105,995
-1,147,959
-92% -$26.5M ﹤0.01% 604
2022
Q3 		$22.7M Sell
1,253,954
-57,157
-4% -$1.22M 0.02% 320
2022
Q2 		$23.5M Sell
1,311,111
-42,522
-3% -$1.16M 0.02% 290
2022
Q1 		$51.1M Buy
1,353,633
+573,522
+74% +$15.5M 0.03% 238
2021
Q4 		$18.6M Buy
780,111
+29,660
+4% +$699K 0.01% 327
2021
Q3 		$16.5M Sell
750,451
-26,477
-3% -$662K 0.01% 330
2021
Q2 		$18.6M Sell
776,928
-29,696
-4% -$731K 0.01% 325
2021
Q1 		$21.1M Buy
+806,624
New +$15.9M 0.01% 302

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ken Fisher's X Position: Q4 2023 in Review

Ken Fisher sold out of US Steel (X) in Q4 2023, closing a stake of 87,070 shares — an estimated $2.83M sold.

Ken Fisher first reported a position in X in Q1 2021 and held it in 11 quarters. The position peaked at $51.1M in Q1 2022. 517 funds tracked by Wall St. Rank hold X as of Q4 2023.

  • Ken Fisher reported no remaining US Steel position as of Q4 2023 after selling out during the quarter.
  • Ken Fisher sold 87,070 US Steel shares in Q4 2023, an estimated $2.83M.
  • Ken Fisher first reported a position in US Steel in Q1 2021 and held it in 11 quarters.
  • Ken Fisher's US Steel position peaked at $51.1M in Q1 2022.
  • 517 funds tracked by Wall St. Rank held US Steel as of Q4 2023.

Based on Fisher Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.