SC
X

Stephens Consulting’s US Steel X Stock Holding History

Stephens Consulting’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
Q1 		– Sell
-2,000
Closed -$97.3K – 494
2023
Q4 		$97.3K Hold
2,000
– – 0.03% 121
2023
Q3 		$65K Hold
2,000
– – 0.03% 145
2023
Q2 		$50K Hold
2,000
– – 0.02% 167
2023
Q1 		$52.2K Hold
2,000
– – 0.03% 170
2022
Q4 		$50.1K Hold
2,000
– – 0.03% 169
2022
Q3 		$36.2K Hold
2,000
– – 0.03% 198
2022
Q2 		$35.8K Hold
2,000
– – 0.03% 199
2022
Q1 		$75.5K Hold
2,000
– – 0.06% 155
2021
Q4 		$47.6K Buy
+2,000
New +$47.1K 0.04% 203

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 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
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stephens Consulting's X Position: Q1 2024 in Review

Stephens Consulting sold out of US Steel (X) in Q1 2024, closing a stake of 2,000 shares — an estimated $97.3K sold.

Stephens Consulting first reported a position in X in Q4 2021 and held it in 9 quarters. The position peaked at $97.3K in Q4 2023. 495 funds tracked by Wall St. Rank hold X as of Q1 2024.

  • Stephens Consulting reported no remaining US Steel position as of Q1 2024 after selling out during the quarter.
  • Stephens Consulting sold 2,000 US Steel shares in Q1 2024, an estimated $97.3K.
  • Stephens Consulting first reported a position in US Steel in Q4 2021 and held it in 9 quarters.
  • Stephens Consulting's US Steel position peaked at $97.3K in Q4 2023.
  • 495 funds tracked by Wall St. Rank held US Steel as of Q1 2024.

Based on Stephens Consulting's 13F filing for Q1 2024, filed 17 Apr 2024.