Sonora Investment Management’s US Steel X Stock Holding History

Sonora 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
2020 Q2	–	Sell	-500	Closed	-$3K	–	1892
2020 Q1	$3K	Hold	500	–	–	﹤0.01%	1430
2019 Q4	$6K	Hold	500	–	–	﹤0.01%	1359
2019 Q3	$6K	Buy	+500	New	+$6.44K	﹤0.01%	1357
2018 Q1	–	Sell	-944	Closed	-$33.2K	–	1227
2017 Q4	$33.2K	Buy	+944	New	+$27.5K	0.01%	464

Other funds holding X

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

CCM

CAAS Capital Management New York $934M AUM 1.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sonora Investment Management's X Position: Q2 2020 in Review

Sonora Investment Management sold out of US Steel (X) in Q2 2020, closing a stake of 500 shares — an estimated $3K sold.

Sonora Investment Management first reported a position in X in Q4 2017 and held it in 4 quarters. The position peaked at $33.2K in Q4 2017. 304 funds tracked by Wall St. Rank hold X as of Q2 2020.

Sonora Investment Management reported no remaining US Steel position as of Q2 2020 after selling out during the quarter.
Sonora Investment Management sold 500 US Steel shares in Q2 2020, an estimated $3K.
Sonora Investment Management first reported a position in US Steel in Q4 2017 and held it in 4 quarters.
Sonora Investment Management's US Steel position peaked at $33.2K in Q4 2017.
304 funds tracked by Wall St. Rank held US Steel as of Q2 2020.

Based on Sonora Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.