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Mark Sheptoff Financial Planning’s Cleveland-Cliffs CLF Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio CLF Stock Details CLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-600
Closed -$9K – 368
2022
Q2 		$9K Buy
+600
New +$14.3K 0.01% 263
2022
Q1 		– Sell
-1,550
Closed -$34K – 435
2021
Q4 		$34K Hold
1,550
– – 0.02% 210
2021
Q3 		$31K Hold
1,550
– – 0.02% 208
2021
Q2 		$33K Buy
+1,550
New +$30.5K 0.02% 227

Other funds holding CLF

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
TB
Terril Brothers St. Louis, Missouri $366M AUM 29.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mark Sheptoff Financial Planning's CLF Position: Q3 2022 in Review

Mark Sheptoff Financial Planning sold out of Cleveland-Cliffs (CLF) in Q3 2022, closing a stake of 600 shares — an estimated $9K sold.

Mark Sheptoff Financial Planning first reported a position in CLF in Q2 2021 and held it in 4 quarters. The position peaked at $34K in Q4 2021. 596 funds tracked by Wall St. Rank hold CLF as of Q3 2022.

  • Mark Sheptoff Financial Planning reported no remaining Cleveland-Cliffs position as of Q3 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 600 Cleveland-Cliffs shares in Q3 2022, an estimated $9K.
  • Mark Sheptoff Financial Planning first reported a position in Cleveland-Cliffs in Q2 2021 and held it in 4 quarters.
  • Mark Sheptoff Financial Planning's Cleveland-Cliffs position peaked at $34K in Q4 2021.
  • 596 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.