Valeo Financial Advisors’s US Steel X Stock Holding History

Valeo Financial Advisors’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	-400	Closed	-$599	–	781
2024 Q4	$599	Buy	+400	New	+$14.8K	﹤0.01%	741

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

Valeo Financial Advisors's X Position: Q1 2025 in Review

Valeo Financial Advisors sold out of US Steel (X) in Q1 2025, closing a stake of 188,698 shares — an estimated $283K sold.

Valeo Financial Advisors first reported a position in X in Q1 2018 and held it in 14 quarters. The position peaked at $331K in Q2 2024. 506 funds tracked by Wall St. Rank hold X as of Q1 2025.

Valeo Financial Advisors reported no remaining US Steel position as of Q1 2025 after selling out during the quarter.
Valeo Financial Advisors sold 188,698 US Steel shares in Q1 2025, an estimated $283K.
Valeo Financial Advisors first reported a position in US Steel in Q1 2018 and held it in 14 quarters.
Valeo Financial Advisors's US Steel position peaked at $331K in Q2 2024.
506 funds tracked by Wall St. Rank held US Steel as of Q1 2025.

Based on Valeo Financial Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.