Mount Lucas Management’s US Steel X Stock Holding History

Mount Lucas Management’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
2022 Q4	–	Sell	-24,511	Closed	-$444K	–	126
2022 Q3	$444K	Sell	24,511 -442	-2%	-$9.45K	0.15%	76
2022 Q2	$447K	Buy	24,953 +2,434	+11%	+$66.5K	0.15%	74
2022 Q1	$850K	Buy	22,519 +1,423	+7%	+$38.5K	0.25%	80
2021 Q4	$502K	Buy	+21,096	New	+$497K	0.14%	103
2019 Q2	–	Sell	-60,000	Closed	-$1.17M	–	98
2019 Q1	$1.17M	Buy	+60,000	New	+$1.28M	0.19%	83

Other funds holding X

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mount Lucas Management's X Position: Q4 2022 in Review

Mount Lucas Management sold out of US Steel (X) in Q4 2022, closing a stake of 24,511 shares — an estimated $444K sold.

Mount Lucas Management first reported a position in X in Q1 2019 and held it in 5 quarters. The position peaked at $1.17M in Q1 2019. 423 funds tracked by Wall St. Rank hold X as of Q4 2022.

Mount Lucas Management reported no remaining US Steel position as of Q4 2022 after selling out during the quarter.
Mount Lucas Management sold 24,511 US Steel shares in Q4 2022, an estimated $444K.
Mount Lucas Management first reported a position in US Steel in Q1 2019 and held it in 5 quarters.
Mount Lucas Management's US Steel position peaked at $1.17M in Q1 2019.
423 funds tracked by Wall St. Rank held US Steel as of Q4 2022.

Based on Mount Lucas Management's 13F filing for Q4 2022, filed 14 Feb 2023.