Marshall Wace
X

Marshall Wace’s US Steel X Stock Holding History

Marshall Wace’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
2025
Q2 		– Sell
-450,778
Closed -$19M – 3241
2025
Q1 		$19M Sell
450,778
-504,452
-53% -$19.1M 0.02% 533
2024
Q4 		$32.5M Sell
955,230
-1,215,801
-56% -$44.9M 0.04% 399
2024
Q3 		$76.7M Buy
2,171,031
+1,288,229
+146% +$49M 0.09% 195
2024
Q2 		$33.4M Sell
882,802
-1,459,060
-62% -$55.7M 0.04% 348
2024
Q1 		$95.5M Buy
2,341,862
+1,560,763
+200% +$71.4M 0.15% 133
2023
Q4 		$38M Sell
781,099
-1,275,482
-62% -$46.4M 0.06% 297
2023
Q3 		$66.8M Sell
2,056,581
-4,076,000
-66% -$114M 0.14% 152
2023
Q2 		$153M Buy
6,132,581
+311,836
+5% +$7.26M 0.3% 61
2023
Q1 		$152M Buy
5,820,745
+4,075,299
+233% +$113M 0.32% 58
2022
Q4 		$43.7M Sell
1,745,446
-1,066,525
-38% -$24.6M 0.1% 227
2022
Q3 		$51M Buy
2,811,971
+530,212
+23% +$11.3M 0.11% 190
2022
Q2 		$40.9M Buy
2,281,759
+1,492,456
+189% +$40.8M 0.08% 250
2022
Q1 		$29.8M Buy
789,303
+364,640
+86% +$9.87M 0.06% 367
2021
Q4 		$10.1M Buy
424,663
+214,915
+102% +$5.07M 0.02% 855
2021
Q3 		$4.61M Buy
209,748
+167,626
+398% +$4.19M 0.02% 976
2021
Q2 		$1.01M Sell
42,122
-247,289
-85% -$6.09M ﹤0.01% 1799
2021
Q1 		$7.58M Sell
289,411
-132,593
-31% -$2.62M 0.03% 596
2020
Q4 		$7.08M Buy
+422,004
New +$5.25M 0.04% 453
2020
Q1 		– Sell
-520,049
Closed -$5.93M – 2104
2019
Q4 		$5.93M Buy
520,049
+362,074
+229% +$4.49M 0.04% 472
2019
Q3 		$1.82M Buy
+157,975
New +$2.04M 0.01% 797
2019
Q2 		– Sell
-809,970
Closed -$15.8M – 1906
2019
Q1 		$15.8M Buy
+809,970
New +$17.2M 0.15% 168
2018
Q4 		– Sell
-340,169
Closed -$10.4M – 1843
2018
Q3 		$10.4M Buy
+340,169
New +$11M 0.09% 293
2015
Q1 		– Sell
-34,916
Closed -$934K – 955
2014
Q4 		$934K Buy
+34,916
New +$1.16M 0.01% 578

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Marshall Wace's X Position: Q2 2025 in Review

Marshall Wace sold out of US Steel (X) in Q2 2025, closing a stake of 450,778 shares — an estimated $19M sold.

Marshall Wace first reported a position in X in Q4 2014 and held it in 23 quarters. The position peaked at $153M in Q2 2023. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Marshall Wace reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Marshall Wace sold 450,778 US Steel shares in Q2 2025, an estimated $19M.
  • Marshall Wace first reported a position in US Steel in Q4 2014 and held it in 23 quarters.
  • Marshall Wace's US Steel position peaked at $153M in Q2 2023.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

Based on Marshall Wace's 13F filing for Q2 2025, filed 13 Aug 2025.