SRH Advisors’s Cleveland-Cliffs CLF Stock Holding History

SRH Advisors’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
2022 Q4	–	Sell	-500	Closed	-$7K	–	301
2022 Q3	$7K	Hold	500	–	–	0.01%	224
2022 Q2	$8K	Hold	500	–	–	0.01%	217
2022 Q1	$16K	Hold	500	–	–	0.02%	190
2021 Q4	$11K	Buy	+500	New	+$10.8K	0.01%	211

Other funds holding CLF

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SRH Advisors's CLF Position: Q4 2022 in Review

SRH Advisors sold out of Cleveland-Cliffs (CLF) in Q4 2022, closing a stake of 500 shares — an estimated $7K sold.

SRH Advisors first reported a position in CLF in Q4 2021 and held it in 4 quarters. The position peaked at $16K in Q1 2022. 619 funds tracked by Wall St. Rank hold CLF as of Q4 2022.

SRH Advisors reported no remaining Cleveland-Cliffs position as of Q4 2022 after selling out during the quarter.
SRH Advisors sold 500 Cleveland-Cliffs shares in Q4 2022, an estimated $7K.
SRH Advisors first reported a position in Cleveland-Cliffs in Q4 2021 and held it in 4 quarters.
SRH Advisors's Cleveland-Cliffs position peaked at $16K in Q1 2022.
619 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q4 2022.

Based on SRH Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.