RIM
X

Rockbridge Investment Management’s US Steel X Stock Holding History

Rockbridge Investment Management’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
2022
Q3 		– Sell
-272
Closed -$4.87K – 604
2022
Q2 		$4.87K Hold
272
– – ﹤0.01% 465
2022
Q1 		$10.3K Hold
272
– – ﹤0.01% 503
2021
Q4 		$6K Hold
272
– – ﹤0.01% 649
2021
Q3 		$6K Hold
272
– – ﹤0.01% 600
2021
Q2 		$7K Hold
272
– – ﹤0.01% 577
2021
Q1 		$7K Hold
272
– – ﹤0.01% 552
2020
Q4 		$5K Hold
272
– – ﹤0.01% 577
2020
Q3 		$2K Hold
272
– – ﹤0.01% 599
2020
Q2 		$2K Buy
+272
New +$2.12K ﹤0.01% 576

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Rockbridge Investment Management's X Position: Q3 2022 in Review

Rockbridge Investment Management sold out of US Steel (X) in Q3 2022, closing a stake of 272 shares — an estimated $4.87K sold.

Rockbridge Investment Management first reported a position in X in Q2 2020 and held it in 9 quarters. The position peaked at $10.3K in Q1 2022. 410 funds tracked by Wall St. Rank hold X as of Q3 2022.

  • Rockbridge Investment Management reported no remaining US Steel position as of Q3 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 272 US Steel shares in Q3 2022, an estimated $4.87K.
  • Rockbridge Investment Management first reported a position in US Steel in Q2 2020 and held it in 9 quarters.
  • Rockbridge Investment Management's US Steel position peaked at $10.3K in Q1 2022.
  • 410 funds tracked by Wall St. Rank held US Steel as of Q3 2022.

Based on Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.