API
SXC icon

Advisor Partners II’s SunCoke Energy SXC Stock Holding History

Advisor Partners II’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
Q3 		$102K Buy
+10,073
New +$91.2K ﹤0.01% 1228
2023
Q2 		– Sell
-10,823
Closed -$97.2K – 1126
2023
Q1 		$97.2K Buy
10,823
+71
+0.7% +$649 0.01% 981
2022
Q4 		$92.8K Buy
+10,752
New +$83.1K 0.01% 920

Other funds holding SXC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisor Partners II's SXC Position: Q3 2023 in Review

Advisor Partners II opened a new position in SunCoke Energy (SXC) in Q3 2023: 10,073 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #1228 among its holdings. This is a return to the name: Advisor Partners II previously reported a position in SXC as recently as Q1 2023.

Advisor Partners II first reported a position in SXC in Q4 2022 and has held it in 3 quarters since. 213 funds tracked by Wall St. Rank hold SXC as of Q3 2023.

  • Advisor Partners II held 10,073 shares of SunCoke Energy worth $102K as of Q3 2023.
  • SunCoke Energy was a new Advisor Partners II position in Q3 2023.
  • SunCoke Energy made up ﹤0.01% of Advisor Partners II's portfolio in Q3 2023, its #1228 holding.
  • Advisor Partners II first reported a position in SunCoke Energy in Q4 2022 and has held it in 3 quarters since.
  • 213 funds tracked by Wall St. Rank held SunCoke Energy as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.