LPL Financial’s Olympic Steel ZEUS Stock Holding History

LPL Financial’s Portfolio ZEUS Stock Details ZEUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-11,361	Closed	-$259K	–	4578
2022 Q3	$259K	Buy	11,361 +859	+8%	+$23.2K	﹤0.01%	3723
2022 Q2	$270K	Buy	+10,502	New	+$354K	﹤0.01%	3716

Other funds holding ZEUS

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

JCP

JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return

LPL Financial's ZEUS Position: Q4 2022 in Review

LPL Financial sold out of Olympic Steel (ZEUS) in Q4 2022, closing a stake of 11,361 shares — an estimated $259K sold.

LPL Financial first reported a position in ZEUS in Q2 2022 and held it in 2 quarters. The position peaked at $270K in Q2 2022. 122 funds tracked by Wall St. Rank hold ZEUS as of Q4 2022.

LPL Financial reported no remaining Olympic Steel position as of Q4 2022 after selling out during the quarter.
LPL Financial sold 11,361 Olympic Steel shares in Q4 2022, an estimated $259K.
LPL Financial first reported a position in Olympic Steel in Q2 2022 and held it in 2 quarters.
LPL Financial's Olympic Steel position peaked at $270K in Q2 2022.
122 funds tracked by Wall St. Rank held Olympic Steel as of Q4 2022.

Based on LPL Financial's 13F filing for Q4 2022, filed 7 Feb 2023.