Psagot Value Holdings’s US Steel X Stock Holding History

Psagot Value Holdings’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	-6,000	Closed	-$194K	–	618
2023 Q3	$194K	Buy	+6,000	New	+$168K	0.1%	154
2023 Q2	–	Sell	-10,000	Closed	-$259K	–	638
2023 Q1	$259K	Buy	+10,000	New	+$278K	0.11%	143
2021 Q4	–	Sell	-2,300	Closed	-$51K	–	458
2021 Q3	$51K	Sell	2,300 -850	-27%	-$21.3K	0.01%	329
2021 Q2	$76K	Buy	3,150 +1,200	+62%	+$29.5K	﹤0.01%	340
2021 Q1	$51K	Buy	+1,950	New	+$38.5K	﹤0.01%	317
2017 Q1	–	Sell	-83	Closed	-$3K	–	387
2016 Q4	$3K	Buy	+83	New	+$2.22K	﹤0.01%	345

Other funds holding X

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Psagot Value Holdings's X Position: Q4 2023 in Review

Psagot Value Holdings sold out of US Steel (X) in Q4 2023, closing a stake of 6,000 shares — an estimated $194K sold.

Psagot Value Holdings first reported a position in X in Q4 2016 and held it in 6 quarters. The position peaked at $259K in Q1 2023. 517 funds tracked by Wall St. Rank hold X as of Q4 2023.

Psagot Value Holdings reported no remaining US Steel position as of Q4 2023 after selling out during the quarter.
Psagot Value Holdings sold 6,000 US Steel shares in Q4 2023, an estimated $194K.
Psagot Value Holdings first reported a position in US Steel in Q4 2016 and held it in 6 quarters.
Psagot Value Holdings's US Steel position peaked at $259K in Q1 2023.
517 funds tracked by Wall St. Rank held US Steel as of Q4 2023.

Based on Psagot Value Holdings's 13F filing for Q4 2023, filed 8 Feb 2024.