Planned Solutions’s Cleveland-Cliffs CLF Stock Holding History

Planned Solutions’s Portfolio CLF Stock Details CLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-8,000	Closed	-$102K	–	200
2024 Q3	$102K	Buy	+8,000	New	+$109K	0.04%	201
2024 Q1	–	Sell	-8,000	Closed	-$163K	–	171
2023 Q4	$163K	Buy	+8,000	New	+$137K	0.08%	112
2022 Q2	–	Sell	-8,000	Closed	-$258K	–	65
2022 Q1	$258K	Buy	+8,000	New	+$182K	0.18%	61

Other funds holding CLF

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

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

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

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

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Planned Solutions's CLF Position: Q4 2024 in Review

Planned Solutions sold out of Cleveland-Cliffs (CLF) in Q4 2024, closing a stake of 8,000 shares — an estimated $102K sold.

Planned Solutions first reported a position in CLF in Q1 2022 and held it in 3 quarters. The position peaked at $258K in Q1 2022. 573 funds tracked by Wall St. Rank hold CLF as of Q4 2024.

Planned Solutions reported no remaining Cleveland-Cliffs position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 8,000 Cleveland-Cliffs shares in Q4 2024, an estimated $102K.
Planned Solutions first reported a position in Cleveland-Cliffs in Q1 2022 and held it in 3 quarters.
Planned Solutions's Cleveland-Cliffs position peaked at $258K in Q1 2022.
573 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.