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Murphy Pohlad Asset Management’s Cleveland-Cliffs CLF Stock Holding History

Murphy Pohlad Asset Management’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
2026
Q2 		$1.29M Sell
137,580
-6,600
-5% -$72.6K 0.45% 66
2026
Q1 		$1.22M Sell
144,180
-3,000
-2% -$34.3K 0.44% 63
2025
Q4 		$1.95M Sell
147,180
-1,880
-1% -$23.7K 0.75% 47
2025
Q3 		$1.82M Sell
149,060
-17,030
-10% -$179K 0.71% 51
2025
Q2 		$1.26M Sell
166,090
-5,350
-3% -$39.8K 0.53% 59
2025
Q1 		$1.41M Buy
171,440
+14,875
+10% +$151K 0.6% 56
2024
Q4 		$1.47M Buy
156,565
+22,450
+17% +$271K 0.63% 58
2024
Q3 		$1.71M Buy
134,115
+30,300
+29% +$411K 0.71% 54
2024
Q2 		$1.6M Buy
103,815
+16,940
+19% +$303K 0.69% 56
2024
Q1 		$1.98M Hold
86,875
– – 0.77% 52
2023
Q4 		$1.77M Buy
86,875
+1,050
+1% +$18K 0.73% 51
2023
Q3 		$1.34M Buy
85,825
+72,500
+544% +$1.13M 0.59% 56
2023
Q2 		$223K Hold
13,325
– – 0.1% 106
2023
Q1 		$244K Hold
13,325
– – 0.1% 106
2022
Q4 		$215K Hold
13,325
– – 0.09% 112
2022
Q3 		$179K Hold
13,325
– – 0.08% 112
2022
Q2 		$204K Hold
13,325
– – 0.09% 109
2022
Q1 		$429K Buy
13,325
+1,550
+13% +$35.3K 0.17% 91
2021
Q4 		$256K Sell
11,775
-650
-5% -$14K 0.1% 104
2021
Q3 		$246K Hold
12,425
– – 0.1% 103
2021
Q2 		$267K Hold
12,425
– – 0.11% 104
2021
Q1 		$249K Sell
12,425
-3,225
-21% -$52.5K 0.11% 95
2020
Q4 		$227K Hold
15,650
– – 0.11% 93
2020
Q3 		$100K Hold
15,650
– – 0.05% 99
2020
Q2 		$86K Hold
15,650
– – 0.05% 99
2020
Q1 		$61K Buy
15,650
+4,400
+39% +$27.7K 0.04% 99
2019
Q4 		$94K Sell
11,250
-8,500
-43% -$65.3K 0.05% 98
2019
Q3 		$142K Buy
19,750
+7,100
+56% +$63.9K 0.09% 90
2019
Q2 		$134K Buy
+12,650
New +$125K 0.08% 93

Other funds holding CLF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Murphy Pohlad Asset Management's CLF Position: Q2 2026 in Review

Murphy Pohlad Asset Management reduced its Cleveland-Cliffs (CLF) stake by 4.6% in Q2 2026, selling an estimated $72.6K and leaving 137,580 shares worth $1.29M. The position accounts for 0.45% of the portfolio, ranked #66.

Murphy Pohlad Asset Management first reported a position in CLF in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.98M in Q1 2024. 186 funds tracked by Wall St. Rank hold CLF as of Q2 2026.

  • Murphy Pohlad Asset Management held 137,580 shares of Cleveland-Cliffs worth $1.29M as of Q2 2026.
  • Murphy Pohlad Asset Management sold 6,600 Cleveland-Cliffs shares in Q2 2026, an estimated $72.6K.
  • Cleveland-Cliffs made up 0.45% of Murphy Pohlad Asset Management's portfolio in Q2 2026, its #66 holding.
  • Murphy Pohlad Asset Management first reported a position in Cleveland-Cliffs in Q2 2019 and has held it in 29 quarters since.
  • Murphy Pohlad Asset Management's Cleveland-Cliffs position peaked at $1.98M in Q1 2024.
  • 186 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q2 2026.

Based on Murphy Pohlad Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.