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Montag & Associates’s POSCO PKX Stock Holding History

Montag & Associates’s Portfolio PKX Stock Details PKX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-45
Closed -$3.33K – 928
2023
Q2 		$3.33K Sell
45
-27
-38% -$1.96K ﹤0.01% 843
2023
Q1 		$5.02K Hold
72
– – ﹤0.01% 817
2022
Q4 		$3.92K Buy
+72
New +$3.57K ﹤0.01% 837

Other funds holding PKX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Montag & Associates's PKX Position: Q3 2023 in Review

Montag & Associates sold out of POSCO (PKX) in Q3 2023, closing a stake of 45 shares — an estimated $3.33K sold.

Montag & Associates first reported a position in PKX in Q4 2022 and held it in 3 quarters. The position peaked at $5.02K in Q1 2023. 160 funds tracked by Wall St. Rank hold PKX as of Q3 2023.

  • Montag & Associates reported no remaining POSCO position as of Q3 2023 after selling out during the quarter.
  • Montag & Associates sold 45 POSCO shares in Q3 2023, an estimated $3.33K.
  • Montag & Associates first reported a position in POSCO in Q4 2022 and held it in 3 quarters.
  • Montag & Associates's POSCO position peaked at $5.02K in Q1 2023.
  • 160 funds tracked by Wall St. Rank held POSCO as of Q3 2023.

Based on Montag & Associates's 13F filing for Q3 2023, filed 9 Nov 2023.