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Aperio Group’s SunCoke Energy SXC Stock Holding History

Aperio Group’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
2020
Q4 		$67K Buy
+15,516
New +$64.9K ﹤0.01% 2398
2020
Q3 		– Sell
-27,776
Closed -$82K – 2391
2020
Q2 		$82K Buy
27,776
+12,394
+81% +$39.6K ﹤0.01% 2283
2020
Q1 		$59K Sell
15,382
-37,830
-71% -$192K ﹤0.01% 2272
2019
Q4 		$332K Buy
53,212
+13,104
+33% +$72.8K ﹤0.01% 2011
2019
Q3 		$226K Buy
40,108
+15,696
+64% +$113K ﹤0.01% 2131
2019
Q2 		$217K Sell
24,412
-2,640
-10% -$21.7K ﹤0.01% 2149
2019
Q1 		$230K Sell
27,052
-3,761
-12% -$36.5K ﹤0.01% 2112
2018
Q4 		$263K Sell
30,813
-7,534
-20% -$77.2K ﹤0.01% 2005
2018
Q3 		$446K Buy
38,347
+4,154
+12% +$49.4K ﹤0.01% 1826
2018
Q2 		$458K Buy
34,193
+14,687
+75% +$182K ﹤0.01% 1779
2018
Q1 		$210K Buy
19,506
+619
+3% +$7.03K ﹤0.01% 2120
2017
Q4 		$226K Sell
18,887
-4,435
-19% -$47.8K ﹤0.01% 2098
2017
Q3 		$213K Sell
23,322
-4,920
-17% -$46.3K ﹤0.01% 2099
2017
Q2 		$308K Buy
28,242
+6,978
+33% +$63.8K ﹤0.01% 1879
2017
Q1 		$191K Sell
21,264
-4,947
-19% -$48.4K ﹤0.01% 2047
2016
Q4 		$297K Buy
26,211
+4,812
+22% +$51.1K ﹤0.01% 1798
2016
Q3 		$172K Buy
21,399
+4,643
+28% +$32.5K ﹤0.01% 1971
2016
Q2 		$98K Sell
16,756
-2,834
-14% -$17.9K ﹤0.01% 1967
2016
Q1 		$127K Buy
+19,590
New +$83.3K ﹤0.01% 1944
2015
Q4 		– Sell
-20,957
Closed -$163K – 2020
2015
Q3 		$163K Buy
20,957
+5,184
+33% +$57.8K ﹤0.01% 1793
2015
Q2 		$205K Sell
15,773
-4,097
-21% -$64.5K ﹤0.01% 1852
2015
Q1 		$297K Sell
19,870
-1,726
-8% -$29.5K ﹤0.01% 1575
2014
Q4 		$418K Buy
21,596
+5,715
+36% +$120K 0.01% 1330
2014
Q3 		$357K Buy
15,881
+163
+1% +$3.77K ﹤0.01% 1303
2014
Q2 		$338K Sell
15,718
-945
-6% -$19.9K ﹤0.01% 1326
2014
Q1 		$381K Buy
+16,663
New +$367K 0.01% 1469
2013
Q4 		– Sell
-14,634
Closed -$302K – 1424
2013
Q3 		$249K Buy
14,634
+3,875
+36% +$61.6K ﹤0.01% 1530
2013
Q2 		$151K Buy
+10,759
New +$165K ﹤0.01% 1548

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

Aperio Group's SXC Position: Q4 2020 in Review

Aperio Group opened a new position in SunCoke Energy (SXC) in Q4 2020: 15,516 shares worth $67K. The stake represents ﹤0.01% of the portfolio and ranks #2398 among its holdings. This is a return to the name: Aperio Group previously reported a position in SXC as recently as Q2 2020.

Aperio Group first reported a position in SXC in Q2 2013 and has held it in 28 quarters since. The position peaked at $458K in Q2 2018. 174 funds tracked by Wall St. Rank hold SXC as of Q4 2020.

  • Aperio Group held 15,516 shares of SunCoke Energy worth $67K as of Q4 2020.
  • SunCoke Energy was a new Aperio Group position in Q4 2020.
  • SunCoke Energy made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2398 holding.
  • Aperio Group first reported a position in SunCoke Energy in Q2 2013 and has held it in 28 quarters since.
  • Aperio Group's SunCoke Energy position peaked at $458K in Q2 2018.
  • 174 funds tracked by Wall St. Rank held SunCoke Energy as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.