Mercer Global Advisors’s US Steel X Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,643
| Closed | -$492K | – | 2391 |
|
|
2025
Q1 | $492K | Sell |
11,643
-5,862
| -33% | -$222K | ﹤0.01% | 1481 |
|
|
2024
Q4 | $595K | Buy |
17,505
+2,079
| +13% | +$76.7K | ﹤0.01% | 1350 |
|
|
2024
Q3 | $540K | Buy |
15,426
+1,490
| +11% | +$56.7K | ﹤0.01% | 1305 |
|
|
2024
Q2 | $527K | Buy |
13,936
+1,502
| +12% | +$57.3K | ﹤0.01% | 1280 |
|
|
2024
Q1 | $507K | Sell |
12,434
-5,710
| -31% | -$261K | ﹤0.01% | 1274 |
|
|
2023
Q4 | $883K | Buy |
18,144
+5,353
| +42% | +$195K | ﹤0.01% | 1030 |
|
|
2023
Q3 | $415K | Sell |
12,791
-322
| -2% | -$9.03K | ﹤0.01% | 1344 |
|
|
2023
Q2 | $328K | Buy |
13,113
+231
| +2% | +$5.38K | ﹤0.01% | 1461 |
|
|
2023
Q1 | $336K | Sell |
12,882
-3,478
| -21% | -$96.6K | ﹤0.01% | 1440 |
|
|
2022
Q4 | $410K | Sell |
16,360
-102
| -0.6% | -$2.35K | ﹤0.01% | 1305 |
|
|
2022
Q3 | $298K | Buy |
16,462
+2,796
| +20% | +$59.8K | ﹤0.01% | 1419 |
|
|
2022
Q2 | $245K | Sell |
13,666
-3,103
| -19% | -$84.8K | ﹤0.01% | 1523 |
|
|
2022
Q1 | $633K | Buy |
16,769
+3,621
| +28% | +$98K | ﹤0.01% | 1119 |
|
|
2021
Q4 | $313K | Sell |
13,148
-1,244
| -9% | -$29.3K | ﹤0.01% | 1442 |
|
|
2021
Q3 | $316K | Buy |
14,392
+42
| +0.3% | +$1.05K | ﹤0.01% | 1406 |
|
|
2021
Q2 | $344K | Sell |
14,350
-3,245
| -18% | -$79.9K | ﹤0.01% | 1327 |
|
|
2021
Q1 | $460K | Buy |
17,595
+6,355
| +57% | +$126K | ﹤0.01% | 1117 |
|
|
2020
Q4 | $188K | Buy |
+11,240
| New | +$140K | ﹤0.01% | 1247 |
|
|
2020
Q3 | – | Sell |
-32,364
| Closed | -$234K | – | 1281 |
|
|
2020
Q2 | $234K | Sell |
32,364
-6,398
| -17% | -$49.9K | ﹤0.01% | 941 |
|
|
2020
Q1 | $245K | Buy |
38,762
+1,473
| +4% | +$12.3K | 0.01% | 879 |
|
|
2019
Q4 | $425K | Buy |
37,289
+4,799
| +15% | +$59.6K | 0.01% | 787 |
|
|
2019
Q3 | $375K | Sell |
32,490
-997
| -3% | -$12.8K | 0.01% | 809 |
|
|
2019
Q2 | $513K | Buy |
33,487
+4,268
| +15% | +$65.8K | 0.01% | 668 |
|
|
2019
Q1 | $569K | Buy |
+29,219
| New | +$622K | 0.02% | 582 |
|
Other funds holding X
IA
CAWM
SS
HNB