MA
X

Mutual Advisors’s US Steel X Stock Holding History

Mutual Advisors’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
2024
Q1 		– Sell
-42,399
Closed -$2.06M – 1140
2023
Q4 		$2.06M Sell
42,399
-6,820
-14% -$248K 0.07% 260
2023
Q3 		$1.6M Sell
49,219
-3,482
-7% -$97.7K 0.06% 305
2023
Q2 		$1.32M Sell
52,701
-1,420
-3% -$33K 0.05% 353
2023
Q1 		$1.41M Buy
+54,121
New +$1.5M 0.06% 335

Other funds holding X

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mutual Advisors's X Position: Q1 2024 in Review

Mutual Advisors sold out of US Steel (X) in Q1 2024, closing a stake of 42,399 shares — an estimated $2.06M sold.

Mutual Advisors first reported a position in X in Q1 2023 and held it in 4 quarters. The position peaked at $2.06M in Q4 2023. 495 funds tracked by Wall St. Rank hold X as of Q1 2024.

  • Mutual Advisors reported no remaining US Steel position as of Q1 2024 after selling out during the quarter.
  • Mutual Advisors sold 42,399 US Steel shares in Q1 2024, an estimated $2.06M.
  • Mutual Advisors first reported a position in US Steel in Q1 2023 and held it in 4 quarters.
  • Mutual Advisors's US Steel position peaked at $2.06M in Q4 2023.
  • 495 funds tracked by Wall St. Rank held US Steel as of Q1 2024.

Based on Mutual Advisors's 13F filing for Q1 2024, filed 2 May 2024.