AJOVista’s SunCoke Energy SXC Stock Holding History

AJOVista’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
2024 Q3	$263K	Buy	+30,324	New	+$281K	1.12%	16
2024 Q1	–	Sell	-7,158	Closed	-$76.9K	–	380
2023 Q4	$76.9K	Buy	+7,158	New	+$68.2K	0.1%	209

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

AJOVista's SXC Position: Q3 2024 in Review

AJOVista opened a new position in SunCoke Energy (SXC) in Q3 2024: 30,324 shares worth $263K. The stake represents 1.12% of the portfolio and ranks #16 among its holdings. This is a return to the name: AJOVista previously reported a position in SXC as recently as Q4 2023.

AJOVista first reported a position in SXC in Q4 2023 and has held it in 2 quarters since. 242 funds tracked by Wall St. Rank hold SXC as of Q3 2024.

AJOVista held 30,324 shares of SunCoke Energy worth $263K as of Q3 2024.
SunCoke Energy was a new AJOVista position in Q3 2024.
SunCoke Energy made up 1.12% of AJOVista's portfolio in Q3 2024, its #16 holding.
AJOVista first reported a position in SunCoke Energy in Q4 2023 and has held it in 2 quarters since.
242 funds tracked by Wall St. Rank held SunCoke Energy as of Q3 2024.

Based on AJOVista's 13F filing for Q3 2024, filed 12 Nov 2024.