Koch Industries’s US Steel X Stock Holding History

Koch Industries’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
2018 Q2	–	Sell	-13,265	Closed	-$467K	–	668
2018 Q1	$467K	Buy	+13,265	New	+$523K	0.05%	420
2017 Q4	–	Sell	-8,171	Closed	-$210K	–	784
2017 Q3	$210K	Buy	+8,171	New	+$200K	0.05%	416

Other funds holding X

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AAM

Amerigo Asset Management George Town, Cayman Islands $254M AUM 115.73% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

Koch Industries's X Position: Q2 2018 in Review

Koch Industries sold out of US Steel (X) in Q2 2018, closing a stake of 13,265 shares — an estimated $467K sold.

Koch Industries first reported a position in X in Q3 2017 and held it in 2 quarters. The position peaked at $467K in Q1 2018. 396 funds tracked by Wall St. Rank hold X as of Q2 2018.

Koch Industries reported no remaining US Steel position as of Q2 2018 after selling out during the quarter.
Koch Industries sold 13,265 US Steel shares in Q2 2018, an estimated $467K.
Koch Industries first reported a position in US Steel in Q3 2017 and held it in 2 quarters.
Koch Industries's US Steel position peaked at $467K in Q1 2018.
396 funds tracked by Wall St. Rank held US Steel as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.