Longer Investments’s US Steel X Stock Holding History

Longer Investments’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
2019 Q1	–	Sell	-82,295	Closed	-$1.5M	–	36
2018 Q4	$1.5M	Buy	+82,295	New	+$2.06M	1.75%	23
2017 Q3	–	Sell	-93,335	Closed	-$2.07M	–	40
2017 Q2	$2.07M	Buy	+93,335	New	+$2.21M	1.81%	23

Other funds holding X

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pelham Capital London, United Kingdom $176M AUM 37.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Longer Investments's X Position: Q1 2019 in Review

Longer Investments sold out of US Steel (X) in Q1 2019, closing a stake of 82,295 shares — an estimated $1.5M sold.

Longer Investments first reported a position in X in Q2 2017 and held it in 2 quarters. The position peaked at $2.07M in Q2 2017. 362 funds tracked by Wall St. Rank hold X as of Q1 2019.

Longer Investments reported no remaining US Steel position as of Q1 2019 after selling out during the quarter.
Longer Investments sold 82,295 US Steel shares in Q1 2019, an estimated $1.5M.
Longer Investments first reported a position in US Steel in Q2 2017 and held it in 2 quarters.
Longer Investments's US Steel position peaked at $2.07M in Q2 2017.
362 funds tracked by Wall St. Rank held US Steel as of Q1 2019.

Based on Longer Investments's 13F filing for Q1 2019, filed 22 Apr 2019.