N.E.W. Advisory Services’s Cleveland-Cliffs CLF Stock Holding History

N.E.W. Advisory Services’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
2025 Q4	–	Sell	-9,274	Closed	-$113K	–	903
2025 Q3	$113K	Buy	9,274 +3,974	+75%	+$41.8K	0.01%	235
2025 Q2	$40.3K	Buy	+5,300	New	+$39.4K	﹤0.01%	340

Other funds holding CLF

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

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

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

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

CHP

Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return

FFH

Fairfax Financial Holdings Toronto, Ontario, Canada $1.94B AUM 27.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

N.E.W. Advisory Services's CLF Position: Q4 2025 in Review

N.E.W. Advisory Services sold out of Cleveland-Cliffs (CLF) in Q4 2025, closing a stake of 9,274 shares — an estimated $113K sold.

N.E.W. Advisory Services first reported a position in CLF in Q2 2025 and held it in 2 quarters. The position peaked at $113K in Q3 2025. 573 funds tracked by Wall St. Rank hold CLF as of Q4 2025.

N.E.W. Advisory Services reported no remaining Cleveland-Cliffs position as of Q4 2025 after selling out during the quarter.
N.E.W. Advisory Services sold 9,274 Cleveland-Cliffs shares in Q4 2025, an estimated $113K.
N.E.W. Advisory Services first reported a position in Cleveland-Cliffs in Q2 2025 and held it in 2 quarters.
N.E.W. Advisory Services's Cleveland-Cliffs position peaked at $113K in Q3 2025.
573 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q4 2025.

Based on N.E.W. Advisory Services's 13F filing for Q4 2025, filed 28 Jan 2026.