Adage Capital Partners’s SunCoke Energy SXC Stock Holding History

Adage Capital Partners’s Portfolio SXC Stock Details SXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-75,000	Closed	-$647K	–	990
2022 Q4	$647K	Sell	75,000 -725,000	-91%	-$5.6M	﹤0.01%	859
2022 Q3	$4.65M	Sell	800,000 -100,000	-11%	-$672K	0.01%	789
2022 Q2	$6.13M	Buy	+900,000	New	+$7.26M	0.01%	775
2016 Q1	–	Sell	-2,600,000	Closed	-$9.02M	–	740
2015 Q4	$9.02M	Buy	2,600,000 +1,537,350	+145%	+$7.37M	0.02%	541
2015 Q3	$8.27M	Buy	1,062,650 +870,232	+452%	+$9.7M	0.02%	563
2015 Q2	$2.5M	Buy	+192,418	New	+$3.03M	0.01%	672

Other funds holding SXC

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adage Capital Partners's SXC Position: Q1 2023 in Review

Adage Capital Partners sold out of SunCoke Energy (SXC) in Q1 2023, closing a stake of 75,000 shares — an estimated $647K sold.

Adage Capital Partners first reported a position in SXC in Q2 2015 and held it in 6 quarters. The position peaked at $9.02M in Q4 2015. 218 funds tracked by Wall St. Rank hold SXC as of Q1 2023.

Adage Capital Partners reported no remaining SunCoke Energy position as of Q1 2023 after selling out during the quarter.
Adage Capital Partners sold 75,000 SunCoke Energy shares in Q1 2023, an estimated $647K.
Adage Capital Partners first reported a position in SunCoke Energy in Q2 2015 and held it in 6 quarters.
Adage Capital Partners's SunCoke Energy position peaked at $9.02M in Q4 2015.
218 funds tracked by Wall St. Rank held SunCoke Energy as of Q1 2023.

Based on Adage Capital Partners's 13F filing for Q1 2023, filed 15 May 2023.