NFG
X

Next Financial Group’s US Steel X Stock Holding History

Next Financial Group’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
2021
Q4 		$304K Sell
12,771
-70
-0.5% -$1.65K 0.02% 727
2021
Q3 		$283K Sell
12,841
-736
-5% -$18.4K 0.02% 688
2021
Q2 		$326K Buy
13,577
+3,113
+30% +$76.6K 0.03% 639
2021
Q1 		$274K Sell
10,464
-762
-7% -$15K 0.02% 665
2020
Q4 		$189K Sell
11,226
-586
-5% -$7.28K 0.02% 737
2020
Q3 		$87K Sell
11,812
-178
-1% -$1.35K 0.01% 917
2020
Q2 		$87K Buy
11,990
+10,192
+567% +$79.5K 0.01% 584
2020
Q1 		$11K Sell
1,798
-678
-27% -$5.68K ﹤0.01% 1511
2019
Q4 		$28K Sell
2,476
-422
-15% -$5.24K ﹤0.01% 1406
2019
Q3 		$33K Sell
2,898
-255
-8% -$3.29K ﹤0.01% 1278
2019
Q2 		$48K Buy
3,153
+1,838
+140% +$28.3K 0.01% 1182
2019
Q1 		$26K Buy
1,315
+200
+18% +$4.25K 0.01% 902
2018
Q4 		$20K Hold
1,115
– – ﹤0.01% 1099
2018
Q3 		$34K Buy
+1,115
New +$36K 0.02% 632
2017
Q4 		– Sell
-3,170
Closed -$87K – 1436
2017
Q3 		$87K Buy
3,170
+780
+33% +$19.1K 0.02% 533
2017
Q2 		$53K Buy
2,390
+1,500
+169% +$35.6K 0.01% 766
2017
Q1 		$20K Sell
890
-1,040
-54% -$37K 0.01% 1056
2016
Q4 		$64K Sell
1,930
-530
-22% -$14.2K 0.01% 859
2016
Q3 		$46K Buy
2,460
+2,245
+1,044% +$46.3K 0.01% 986
2016
Q2 		$3K Sell
215
-12
-5% -$202 ﹤0.01% 1539
2016
Q1 		$3K Buy
227
+12
+6% +$120 ﹤0.01% 1494
2015
Q4 		$1K Sell
215
-1,000
-82% -$9.83K ﹤0.01% 1723
2015
Q3 		$12K Hold
1,215
– – ﹤0.01% 1151
2015
Q2 		$25K Sell
1,215
-100
-8% -$2.45K 0.01% 918
2015
Q1 		$32K Buy
1,315
+50
+4% +$1.19K 0.01% 823
2014
Q4 		$34K Sell
1,265
-3,917
-76% -$131K 0.01% 799
2014
Q3 		$203K Buy
5,182
+4,142
+398% +$145K 0.04% 449
2014
Q2 		$37K Buy
+1,040
New +$26.6K 0.02% 424

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's X Position: Q4 2021 in Review

Next Financial Group reduced its US Steel (X) stake by 0.55% in Q4 2021, selling an estimated $1.65K and leaving 12,771 shares worth $304K. The position accounts for 0.02% of the portfolio, ranked #727.

Next Financial Group first reported a position in X in Q2 2014 and has held it in 28 quarters since. The position peaked at $326K in Q2 2021. 428 funds tracked by Wall St. Rank hold X as of Q4 2021.

  • Next Financial Group held 12,771 shares of US Steel worth $304K as of Q4 2021.
  • Next Financial Group sold 70 US Steel shares in Q4 2021, an estimated $1.65K.
  • US Steel made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #727 holding.
  • Next Financial Group first reported a position in US Steel in Q2 2014 and has held it in 28 quarters since.
  • Next Financial Group's US Steel position peaked at $326K in Q2 2021.
  • 428 funds tracked by Wall St. Rank held US Steel as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.