LM
X

Luminus Management’s US Steel X Stock Holding History

Luminus Management’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
2021
Q3 		– Sell
-400,000
Closed -$9.6M – 84
2021
Q2 		$9.6M Buy
+400,000
New +$9.85M 1.4% 20
2019
Q3 		– Sell
-17,500
Closed -$268K – 128
2019
Q2 		$268K Buy
+17,500
New +$270K 0.01% 111
2017
Q3 		– Sell
-1,370,000
Closed -$30.3M – 185
2017
Q2 		$30.3M Buy
+1,370,000
New +$32.5M 0.63% 50

Other funds holding X

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Luminus Management's X Position: Q3 2021 in Review

Luminus Management sold out of US Steel (X) in Q3 2021, closing a stake of 799,852 shares — an estimated $19.2M sold.

Luminus Management first reported a position in X in Q4 2015 and held it in 18 quarters. The position peaked at $102M in Q4 2018. 402 funds tracked by Wall St. Rank hold X as of Q3 2021.

  • Luminus Management reported no remaining US Steel position as of Q3 2021 after selling out during the quarter.
  • Luminus Management sold 799,852 US Steel shares in Q3 2021, an estimated $19.2M.
  • Luminus Management first reported a position in US Steel in Q4 2015 and held it in 18 quarters.
  • Luminus Management's US Steel position peaked at $102M in Q4 2018.
  • 402 funds tracked by Wall St. Rank held US Steel as of Q3 2021.

Based on Luminus Management's 13F filing for Q3 2021, filed 15 Nov 2021.