Montag & Associates’s US Steel X Stock Holding History

Montag & Associates’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
2021 Q2	–	Sell	-2,000	Closed	-$52K	–	896
2021 Q1	$52K	Hold	2,000	–	–	﹤0.01%	559
2020 Q4	$34K	Buy	+2,000	New	+$24.9K	﹤0.01%	583

Other funds holding X

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Montag & Associates's X Position: Q2 2021 in Review

Montag & Associates sold out of US Steel (X) in Q2 2021, closing a stake of 2,000 shares — an estimated $52K sold.

Montag & Associates first reported a position in X in Q4 2020 and held it in 2 quarters. The position peaked at $52K in Q1 2021. 382 funds tracked by Wall St. Rank hold X as of Q2 2021.

Montag & Associates reported no remaining US Steel position as of Q2 2021 after selling out during the quarter.
Montag & Associates sold 2,000 US Steel shares in Q2 2021, an estimated $52K.
Montag & Associates first reported a position in US Steel in Q4 2020 and held it in 2 quarters.
Montag & Associates's US Steel position peaked at $52K in Q1 2021.
382 funds tracked by Wall St. Rank held US Steel as of Q2 2021.

Based on Montag & Associates's 13F filing for Q2 2021, filed 3 Aug 2021.