OPS
X

Orion Portfolio Solutions’s US Steel X Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$208K Sell
4,919
-6,454
-57% -$244K ﹤0.01% 1795
2024
Q4 		$387K Sell
11,373
-729
-6% -$26.9K ﹤0.01% 1439
2024
Q3 		$428K Sell
12,102
-1,287
-10% -$49K ﹤0.01% 1393
2024
Q2 		$506K Buy
13,389
+7,354
+122% +$281K 0.01% 1270
2024
Q1 		$246K Sell
6,035
-517
-8% -$23.7K ﹤0.01% 1535
2023
Q4 		$318K Buy
6,552
+290
+5% +$10.5K ﹤0.01% 1387
2023
Q3 		$203K Buy
+6,262
New +$176K ﹤0.01% 1549
2020
Q3 		– Sell
-1,489
Closed -$11K – 2077
2020
Q2 		$11K Buy
1,489
+701
+89% +$5.47K ﹤0.01% 1190
2020
Q1 		$5K Sell
788
-1,322
-63% -$11.1K ﹤0.01% 1329
2019
Q4 		$24K Buy
+2,110
New +$26.2K ﹤0.01% 735

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return
CHP
Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return
CAU
Caxton Associates (UK) London $4.42B AUM 49.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return