SkyOak Wealth’s Cleveland-Cliffs CLF Stock Holding History

SkyOak Wealth’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
2021 Q3	–	Sell	-17,600	Closed	-$379K	–	235
2021 Q2	$379K	Hold	17,600	–	–	0.1%	149
2021 Q1	$323K	Buy	+17,600	New	+$287K	0.09%	159

Other funds holding CLF

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 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

SkyOak Wealth's CLF Position: Q3 2021 in Review

SkyOak Wealth sold out of Cleveland-Cliffs (CLF) in Q3 2021, closing a stake of 17,600 shares — an estimated $379K sold.

SkyOak Wealth first reported a position in CLF in Q1 2021 and held it in 2 quarters. The position peaked at $379K in Q2 2021. 507 funds tracked by Wall St. Rank hold CLF as of Q3 2021.

SkyOak Wealth reported no remaining Cleveland-Cliffs position as of Q3 2021 after selling out during the quarter.
SkyOak Wealth sold 17,600 Cleveland-Cliffs shares in Q3 2021, an estimated $379K.
SkyOak Wealth first reported a position in Cleveland-Cliffs in Q1 2021 and held it in 2 quarters.
SkyOak Wealth's Cleveland-Cliffs position peaked at $379K in Q2 2021.
507 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q3 2021.

Based on SkyOak Wealth's 13F filing for Q3 2021, filed 21 Oct 2021.