RG
X

Retirement Group’s US Steel X Stock Holding History

Retirement 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
2024
Q1 		$612 Sell
15
-2
-12% -$92 ﹤0.01% 752
2023
Q4 		$827 Hold
17
– – ﹤0.01% 714
2023
Q3 		$552 Hold
17
– – ﹤0.01% 676
2023
Q2 		$425 Sell
17
-183
-92% -$4.26K ﹤0.01% 728
2023
Q1 		$5K Hold
200
– – ﹤0.01% 504
2022
Q4 		$5K Hold
200
– – ﹤0.01% 446
2022
Q3 		$4K Hold
200
– – ﹤0.01% 357
2022
Q2 		$4K Sell
200
-400
-67% -$10.9K ﹤0.01% 564
2022
Q1 		$23K Sell
600
-100
-14% -$2.71K 0.01% 321
2021
Q4 		$17K Sell
700
-2,000
-74% -$47.1K 0.01% 364
2021
Q3 		$59K Sell
2,700
-700
-21% -$17.5K 0.03% 213
2021
Q2 		$82K Buy
+3,400
New +$83.7K 0.04% 176

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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Retirement Group's X Position: Q1 2024 in Review

Retirement Group reduced its US Steel (X) stake by 12% in Q1 2024, selling an estimated $92 and leaving 15 shares worth $612. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Retirement Group first reported a position in X in Q2 2021 and has held it in 12 quarters since. The position peaked at $82K in Q2 2021. 495 funds tracked by Wall St. Rank hold X as of Q1 2024.

  • Retirement Group held 15 shares of US Steel worth $612 as of Q1 2024.
  • Retirement Group sold 2 US Steel shares in Q1 2024, an estimated $92.
  • US Steel made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #752 holding.
  • Retirement Group first reported a position in US Steel in Q2 2021 and has held it in 12 quarters since.
  • Retirement Group's US Steel position peaked at $82K in Q2 2021.
  • 495 funds tracked by Wall St. Rank held US Steel as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.