UCFA
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United Capital Financial Advisors’s ArcelorMittal MT Stock Holding History

United Capital Financial Advisors’s Portfolio MT Stock Details MT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$662K Sell
12,735
-676
-5% -$37.5K ﹤0.01% 933
2025
Q4 		$611K Buy
13,411
+1,445
+12% +$59.4K ﹤0.01% 897
2025
Q3 		$433K Buy
11,966
+234
+2% +$7.88K ﹤0.01% 900
2025
Q2 		$370K Buy
11,732
+137
+1% +$4.05K ﹤0.01% 866
2025
Q1 		$335K Buy
11,595
+655
+6% +$18.1K ﹤0.01% 860
2024
Q4 		$253K Buy
10,940
+1,129
+12% +$27.8K ﹤0.01% 945
2024
Q3 		$258K Buy
+9,811
New +$225K ﹤0.01% 928
2014
Q3 		– Sell
-29,520
Closed -$1.01M – 1114
2014
Q2 		$1.01M Sell
29,520
-467
-2% -$16.8K 0.02% 562
2014
Q1 		$1.11M Buy
+29,987
New +$1.12M 0.02% 463

Other funds holding MT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return