Synergy Asset Management’s US Steel X Stock Holding History

Synergy Asset Management’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
2025 Q1	–	Sell	-254	Closed	-$8.97K	–	871
2024 Q4	$8.97K	Buy	+254	New	+$9.38K	﹤0.01%	488

Other funds holding X

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TCIM

TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return

CHP

Castle Hook Partners New York $23.4B AUM 158.96% 1-Year Est. Return

CAU

Caxton Associates (UK) London $4.42B AUM 49.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Synergy Asset Management's X Position: Q1 2025 in Review

Synergy Asset Management sold out of US Steel (X) in Q1 2025, closing a stake of 254 shares — an estimated $8.97K sold.

Synergy Asset Management first reported a position in X in Q4 2024 and held it in 1 quarter. The position peaked at $8.97K in Q4 2024. 506 funds tracked by Wall St. Rank hold X as of Q1 2025.

Synergy Asset Management reported no remaining US Steel position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 254 US Steel shares in Q1 2025, an estimated $8.97K.
Synergy Asset Management first reported a position in US Steel in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's US Steel position peaked at $8.97K in Q4 2024.
506 funds tracked by Wall St. Rank held US Steel as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.