SFS
X

Sowell Financial Services’s US Steel X Stock Holding History

Sowell Financial Services’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
Q3 		– Sell
-10,542
Closed -$398K – 587
2024
Q2 		$398K Buy
+10,542
New +$402K 0.02% 463
2022
Q3 		– Sell
-15,945
Closed -$286K – 458
2022
Q2 		$286K Buy
+15,945
New +$436K 0.03% 259
2022
Q1 		– Sell
-17,577
Closed -$419K – 526
2021
Q4 		$419K Sell
17,577
-1,249
-7% -$29.4K 0.02% 453
2021
Q3 		$414K Buy
+18,826
New +$471K 0.03% 418
2021
Q2 		– Sell
-7,552
Closed -$196K – 2764
2021
Q1 		$196K Sell
7,552
-18,462
-71% -$365K 0.01% 1066
2020
Q4 		$436K Sell
26,014
-49,921
-66% -$621K 0.02% 560
2020
Q3 		$557K Buy
75,935
+2,556
+3% +$19.4K 0.03% 443
2020
Q2 		$530K Buy
73,379
+4,082
+6% +$31.9K 0.03% 439
2020
Q1 		$437K Sell
69,297
-29,230
-30% -$245K 0.03% 427
2019
Q4 		$1.12M Sell
98,527
-13,251
-12% -$164K 0.09% 236
2019
Q3 		$1.29M Buy
+111,778
New +$1.44M 0.11% 202
2018
Q4 		– Sell
-7,902
Closed -$241K – 541
2018
Q3 		$241K Buy
+7,902
New +$255K 0.04% 299
2017
Q1 		– Sell
-10,103
Closed -$398K – 567
2016
Q4 		$398K Buy
+10,103
New +$270K 0.13% 133

Other funds holding X

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $16.4B AUM 55.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's X Position: Q3 2024 in Review

Sowell Financial Services sold out of US Steel (X) in Q3 2024, closing a stake of 10,542 shares — an estimated $398K sold.

Sowell Financial Services first reported a position in X in Q4 2016 and held it in 13 quarters. The position peaked at $1.29M in Q3 2019. 476 funds tracked by Wall St. Rank hold X as of Q3 2024.

  • Sowell Financial Services reported no remaining US Steel position as of Q3 2024 after selling out during the quarter.
  • Sowell Financial Services sold 10,542 US Steel shares in Q3 2024, an estimated $398K.
  • Sowell Financial Services first reported a position in US Steel in Q4 2016 and held it in 13 quarters.
  • Sowell Financial Services's US Steel position peaked at $1.29M in Q3 2019.
  • 476 funds tracked by Wall St. Rank held US Steel as of Q3 2024.

Based on Sowell Financial Services's 13F filing for Q3 2024, filed 4 Oct 2024.