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LVM Capital Management’s US Steel X Stock Holding History

LVM Capital 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
2023
Q1 		– Sell
-30,000
Closed -$752K – 150
2022
Q4 		$752K Hold
30,000
– – 0.11% 77
2022
Q3 		$544K Hold
30,000
– – 0.08% 86
2022
Q2 		$537K Buy
30,000
+5,000
+20% +$137K 0.08% 87
2022
Q1 		$944K Buy
+25,000
New +$676K 0.12% 70

Other funds holding X

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Slate Path Capital
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Donald Smith & Co
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

LVM Capital Management's X Position: Q1 2023 in Review

LVM Capital Management sold out of US Steel (X) in Q1 2023, closing a stake of 30,000 shares — an estimated $752K sold.

LVM Capital Management first reported a position in X in Q1 2022 and held it in 4 quarters. The position peaked at $944K in Q1 2022. 442 funds tracked by Wall St. Rank hold X as of Q1 2023.

  • LVM Capital Management reported no remaining US Steel position as of Q1 2023 after selling out during the quarter.
  • LVM Capital Management sold 30,000 US Steel shares in Q1 2023, an estimated $752K.
  • LVM Capital Management first reported a position in US Steel in Q1 2022 and held it in 4 quarters.
  • LVM Capital Management's US Steel position peaked at $944K in Q1 2022.
  • 442 funds tracked by Wall St. Rank held US Steel as of Q1 2023.

Based on LVM Capital Management's 13F filing for Q1 2023, filed 17 Apr 2023.