NERM
ZEUS

New England Research & Management’s Olympic Steel ZEUS Stock Holding History

New England Research & Management’s Portfolio ZEUS Stock Details ZEUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10,145
Closed -$261K – 187
2022
Q2 		$261K Buy
+10,145
New +$342K 0.15% 136

Other funds holding ZEUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

New England Research & Management's ZEUS Position: Q3 2022 in Review

New England Research & Management sold out of Olympic Steel (ZEUS) in Q3 2022, closing a stake of 10,145 shares — an estimated $261K sold.

New England Research & Management first reported a position in ZEUS in Q2 2022 and held it in 1 quarter. The position peaked at $261K in Q2 2022. 115 funds tracked by Wall St. Rank hold ZEUS as of Q3 2022.

  • New England Research & Management reported no remaining Olympic Steel position as of Q3 2022 after selling out during the quarter.
  • New England Research & Management sold 10,145 Olympic Steel shares in Q3 2022, an estimated $261K.
  • New England Research & Management first reported a position in Olympic Steel in Q2 2022 and held it in 1 quarter.
  • New England Research & Management's Olympic Steel position peaked at $261K in Q2 2022.
  • 115 funds tracked by Wall St. Rank held Olympic Steel as of Q3 2022.

Based on New England Research & Management's 13F filing for Q3 2022, filed 6 Oct 2022.