MBL Wealth’s Cleveland-Cliffs CLF Stock Holding History

MBL Wealth’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
2025 Q1	–	Sell	-17,000	Closed	-$160K	–	228
2024 Q4	$160K	Buy	+17,000	New	+$205K	0.02%	216

Other funds holding CLF

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

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

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

MBL Wealth's CLF Position: Q1 2025 in Review

MBL Wealth sold out of Cleveland-Cliffs (CLF) in Q1 2025, closing a stake of 17,000 shares — an estimated $160K sold.

MBL Wealth first reported a position in CLF in Q4 2024 and held it in 1 quarter. The position peaked at $160K in Q4 2024. 565 funds tracked by Wall St. Rank hold CLF as of Q1 2025.

MBL Wealth reported no remaining Cleveland-Cliffs position as of Q1 2025 after selling out during the quarter.
MBL Wealth sold 17,000 Cleveland-Cliffs shares in Q1 2025, an estimated $160K.
MBL Wealth first reported a position in Cleveland-Cliffs in Q4 2024 and held it in 1 quarter.
MBL Wealth's Cleveland-Cliffs position peaked at $160K in Q4 2024.
565 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q1 2025.

Based on MBL Wealth's 13F filing for Q1 2025, filed 21 May 2025.