OI
X

Oakbrook Investments’s US Steel X Stock Holding History

Oakbrook Investments’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
2020
Q1 		– Sell
-19,000
Closed -$217K – 528
2019
Q4 		$217K Buy
19,000
+200
+1% +$2.48K 0.04% 549
2019
Q3 		$217K Sell
18,800
-400
-2% -$5.15K 0.01% 561
2019
Q2 		$294K Hold
19,200
– – 0.02% 491
2019
Q1 		$374K Hold
19,200
– – 0.02% 453
2018
Q4 		$350K Sell
19,200
-3,200
-14% -$80.1K 0.02% 435
2018
Q3 		$683K Buy
22,400
+5,900
+36% +$190K 0.04% 374
2018
Q2 		$573K Buy
16,500
+2,500
+18% +$89.4K 0.04% 324
2018
Q1 		$493K Buy
14,000
+1,400
+11% +$55.2K 0.03% 358
2017
Q4 		$443K Buy
12,600
+1,550
+14% +$45.1K 0.03% 377
2017
Q3 		$284K Sell
11,050
-3,800
-26% -$93K 0.02% 462
2017
Q2 		$329K Buy
14,850
+1,050
+8% +$24.9K 0.02% 404
2017
Q1 		$467K Buy
13,800
+1,400
+11% +$49.8K 0.03% 352
2016
Q4 		$409K Sell
12,400
-2,800
-18% -$74.9K 0.03% 394
2016
Q3 		$287K Buy
15,200
+1,700
+13% +$35.1K 0.02% 460
2016
Q2 		$228K Buy
+13,500
New +$227K 0.01% 509
2015
Q3 		– Sell
-13,200
Closed -$272K – 577
2015
Q2 		$272K Buy
+13,200
New +$324K 0.02% 466

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LM
Luminus Management Houston, Texas $146M AUM 27.83% 1-Year Est. Return

Oakbrook Investments's X Position: Q1 2020 in Review

Oakbrook Investments sold out of US Steel (X) in Q1 2020, closing a stake of 19,000 shares — an estimated $217K sold.

Oakbrook Investments first reported a position in X in Q2 2015 and held it in 16 quarters. The position peaked at $683K in Q3 2018. 308 funds tracked by Wall St. Rank hold X as of Q1 2020.

  • Oakbrook Investments reported no remaining US Steel position as of Q1 2020 after selling out during the quarter.
  • Oakbrook Investments sold 19,000 US Steel shares in Q1 2020, an estimated $217K.
  • Oakbrook Investments first reported a position in US Steel in Q2 2015 and held it in 16 quarters.
  • Oakbrook Investments's US Steel position peaked at $683K in Q3 2018.
  • 308 funds tracked by Wall St. Rank held US Steel as of Q1 2020.

Based on Oakbrook Investments's 13F filing for Q1 2020, filed 22 Apr 2020.