SFM
X

Systematic Financial Management’s US Steel X Stock Holding History

Systematic Financial 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
2019
Q4 		– Sell
-52,435
Closed -$606K – 578
2019
Q3 		$606K Sell
52,435
-7,555
-13% -$97.3K 0.03% 197
2019
Q2 		$918K Buy
59,990
+1,470
+3% +$22.6K 0.04% 365
2019
Q1 		$1.14M Sell
58,520
-720
-1% -$15.3K 0.04% 442
2018
Q4 		$1.08M Buy
59,240
+12,445
+27% +$312K 0.03% 439
2018
Q3 		$1.43M Buy
46,795
+6,840
+17% +$221K 0.03% 370
2018
Q2 		$1.39M Buy
39,955
+1,090
+3% +$39K 0.03% 419
2018
Q1 		$1.37M Sell
38,865
-12,215
-24% -$481K 0.03% 448
2017
Q4 		$1.8M Sell
51,080
-3,880
-7% -$113K 0.04% 287
2017
Q3 		$1.41M Sell
54,960
-30,905
-36% -$756K 0.03% 469
2017
Q2 		$1.9M Buy
+85,865
New +$2.04M 0.04% 344
2016
Q4 		– Sell
-93,695
Closed -$1.77M – 677
2016
Q3 		$1.77M Buy
+93,695
New +$1.93M 0.02% 405
2015
Q4 		– Sell
-147,791
Closed -$1.54M – 665
2015
Q3 		$1.54M Sell
147,791
-3,459,572
-96% -$57.8M 0.02% 564
2015
Q2 		$74.4M Sell
3,607,363
-330,575
-8% -$8.11M 0.64% 46
2015
Q1 		$96.1M Sell
3,937,938
-211,549
-5% -$5.02M 0.76% 34
2014
Q4 		$111M Buy
4,149,487
+1,513,131
+57% +$50.5M 0.82% 26
2014
Q3 		$103M Buy
2,636,356
+2,566,086
+3,652% +$89.9M 0.75% 32
2014
Q2 		$1.83M Buy
70,270
+2,055
+3% +$52.5K 0.01% 584
2014
Q1 		$1.88M Sell
68,215
-615
-0.9% -$16.1K 0.01% 512
2013
Q4 		$2.03M Sell
68,830
-3,950
-5% -$102K 0.01% 413
2013
Q3 		$1.5M Sell
72,780
-7,528
-9% -$142K 0.01% 474
2013
Q2 		$1.41M Buy
+80,308
New +$1.42M 0.01% 515

Other funds holding X

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Systematic Financial Management's X Position: Q4 2019 in Review

Systematic Financial Management sold out of US Steel (X) in Q4 2019, closing a stake of 52,435 shares — an estimated $606K sold.

Systematic Financial Management first reported a position in X in Q2 2013 and held it in 21 quarters. The position peaked at $111M in Q4 2014. 322 funds tracked by Wall St. Rank hold X as of Q4 2019.

  • Systematic Financial Management reported no remaining US Steel position as of Q4 2019 after selling out during the quarter.
  • Systematic Financial Management sold 52,435 US Steel shares in Q4 2019, an estimated $606K.
  • Systematic Financial Management first reported a position in US Steel in Q2 2013 and held it in 21 quarters.
  • Systematic Financial Management's US Steel position peaked at $111M in Q4 2014.
  • 322 funds tracked by Wall St. Rank held US Steel as of Q4 2019.

Based on Systematic Financial Management's 13F filing for Q4 2019, filed 14 Feb 2020.