VF
X

VitalStone Financial’s US Steel X Stock Holding History

VitalStone Financial’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
2024
Q3 		$2.97K Hold
84
– – ﹤0.01% 358
2024
Q2 		$3.17K Buy
84
+11
+15% +$420 ﹤0.01% 337
2024
Q1 		$3K Sell
73
-10
-12% -$458 ﹤0.01% 388
2023
Q4 		$4K Sell
83
-12,801
-99% -$465K ﹤0.01% 351
2023
Q3 		$443K Buy
+12,884
New +$361K 0.37% 51

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VitalStone Financial's X Position: Q3 2024 in Review

VitalStone Financial held its US Steel (X) position steady in Q3 2024 at 84 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

VitalStone Financial first reported a position in X in Q3 2023 and has held it in 5 quarters since. The position peaked at $443K in Q3 2023. 476 funds tracked by Wall St. Rank hold X as of Q3 2024.

  • VitalStone Financial held 84 shares of US Steel worth $2.97K as of Q3 2024.
  • VitalStone Financial left its US Steel share count unchanged in Q3 2024.
  • US Steel made up ﹤0.01% of VitalStone Financial's portfolio in Q3 2024, its #358 holding.
  • VitalStone Financial first reported a position in US Steel in Q3 2023 and has held it in 5 quarters since.
  • VitalStone Financial's US Steel position peaked at $443K in Q3 2023.
  • 476 funds tracked by Wall St. Rank held US Steel as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.