Oliver Lagore Vanvalin Investment Group’s US Steel X Stock Holding History

Oliver Lagore Vanvalin Investment 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
2023 Q4	–	Sell	-217	Closed	-$7.05K	–	883
2023 Q3	$7.05K	Hold	217	–	–	﹤0.01%	494
2023 Q2	$5.42K	Buy	217 +1	+0.5%	+$23	﹤0.01%	556
2023 Q1	$5.64K	Hold	216	–	–	﹤0.01%	470
2022 Q4	$5.41K	Buy	216 +1	+0.5%	+$23	﹤0.01%	457
2022 Q3	$4K	Hold	215	–	–	﹤0.01%	477
2022 Q2	$4K	Sell	215 -149	-41%	-$4.07K	﹤0.01%	450
2022 Q1	$14K	Buy	+364	New	+$9.85K	0.01%	301

Other funds holding X

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Oliver Lagore Vanvalin Investment Group's X Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of US Steel (X) in Q4 2023, closing a stake of 217 shares — an estimated $7.05K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in X in Q1 2022 and held it in 7 quarters. The position peaked at $14K in Q1 2022. 517 funds tracked by Wall St. Rank hold X as of Q4 2023.

Oliver Lagore Vanvalin Investment Group reported no remaining US Steel position as of Q4 2023 after selling out during the quarter.
Oliver Lagore Vanvalin Investment Group sold 217 US Steel shares in Q4 2023, an estimated $7.05K.
Oliver Lagore Vanvalin Investment Group first reported a position in US Steel in Q1 2022 and held it in 7 quarters.
Oliver Lagore Vanvalin Investment Group's US Steel position peaked at $14K in Q1 2022.
517 funds tracked by Wall St. Rank held US Steel as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.