SFG
X

Steward Financial Group’s US Steel X Stock Holding History

Steward Financial Group’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 		$7K Buy
+237
New +$6.65K ﹤0.01% 520
2022
Q3 		– Sell
-129
Closed -$2K – 1353
2022
Q2 		$2K Buy
+129
New +$3.53K ﹤0.01% 626

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

Steward Financial Group's X Position: Q3 2023 in Review

Steward Financial Group opened a new position in US Steel (X) in Q3 2023: 237 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #520 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in X as recently as Q2 2022.

Steward Financial Group first reported a position in X in Q2 2022 and has held it in 2 quarters since. 459 funds tracked by Wall St. Rank hold X as of Q3 2023.

  • Steward Financial Group held 237 shares of US Steel worth $7K as of Q3 2023.
  • US Steel was a new Steward Financial Group position in Q3 2023.
  • US Steel made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #520 holding.
  • Steward Financial Group first reported a position in US Steel in Q2 2022 and has held it in 2 quarters since.
  • 459 funds tracked by Wall St. Rank held US Steel as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.