Rothschild Investment LLC’s VanEck Steel ETF SLX Stock Holding History

Rothschild Investment LLC’s Portfolio SLX Stock Details SLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,200	Closed	-$147K	–	2973
2024 Q2	$147K	Buy	+2,200	New	+$154K	0.01%	550
2016 Q1	–	Sell	-13,650	Closed	-$266K	–	497
2015 Q4	$266K	Sell	13,650 -48,225	-78%	-$1.09M	0.03%	376
2015 Q3	$1.34M	Buy	61,875 +1,950	+3%	+$50.6K	0.18%	136
2015 Q2	$1.82M	Buy	+59,925	New	+$2.01M	0.21%	119

Other funds holding SLX

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

CFG

Citizens Financial Group Providence, Rhode Island $7.19B AUM 23.93% 1-Year Est. Return

Rothschild Investment LLC's SLX Position: Q3 2024 in Review

Rothschild Investment LLC sold out of VanEck Steel ETF (SLX) in Q3 2024, closing a stake of 2,200 shares — an estimated $147K sold.

Rothschild Investment LLC first reported a position in SLX in Q2 2015 and held it in 4 quarters. The position peaked at $1.82M in Q2 2015. 36 funds tracked by Wall St. Rank hold SLX as of Q3 2024.

Rothschild Investment LLC reported no remaining VanEck Steel ETF position as of Q3 2024 after selling out during the quarter.
Rothschild Investment LLC sold 2,200 VanEck Steel ETF shares in Q3 2024, an estimated $147K.
Rothschild Investment LLC first reported a position in VanEck Steel ETF in Q2 2015 and held it in 4 quarters.
Rothschild Investment LLC's VanEck Steel ETF position peaked at $1.82M in Q2 2015.
36 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q3 2024.

Based on Rothschild Investment LLC's 13F filing for Q3 2024, filed 18 Oct 2024.