SA
X

SRH Advisors’s US Steel X Stock Holding History

SRH Advisors’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
2023
Q3 		– Sell
-1,800
Closed -$47K – 305
2023
Q2 		$47K Hold
1,800
– – 0.03% 118
2023
Q1 		$47K Hold
1,800
– – 0.03% 118
2022
Q4 		$45K Hold
1,800
– – 0.03% 122
2022
Q3 		$33K Hold
1,800
– – 0.04% 139
2022
Q2 		$32K Buy
1,800
+800
+80% +$21.9K 0.04% 138
2022
Q1 		$38K Buy
+1,000
New +$27.1K 0.04% 142

Other funds holding X

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SRH Advisors's X Position: Q3 2023 in Review

SRH Advisors sold out of US Steel (X) in Q3 2023, closing a stake of 1,800 shares — an estimated $47K sold.

SRH Advisors first reported a position in X in Q1 2022 and held it in 6 quarters. The position peaked at $47K in Q1 2023. 459 funds tracked by Wall St. Rank hold X as of Q3 2023.

  • SRH Advisors reported no remaining US Steel position as of Q3 2023 after selling out during the quarter.
  • SRH Advisors sold 1,800 US Steel shares in Q3 2023, an estimated $47K.
  • SRH Advisors first reported a position in US Steel in Q1 2022 and held it in 6 quarters.
  • SRH Advisors's US Steel position peaked at $47K in Q1 2023.
  • 459 funds tracked by Wall St. Rank held US Steel as of Q3 2023.

Based on SRH Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.