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Avalon Investment & Advisory’s Warrior Met Coal HCC Stock Holding History

Avalon Investment & Advisory’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-181,179
Closed -$3.12M – 354
2021
Q2 		$3.12M Buy
181,179
+15,069
+9% +$263K 0.07% 171
2021
Q1 		$2.85M Buy
+166,110
New +$3.51M 0.07% 169

Other funds holding HCC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avalon Investment & Advisory's HCC Position: Q3 2021 in Review

Avalon Investment & Advisory sold out of Warrior Met Coal (HCC) in Q3 2021, closing a stake of 181,179 shares — an estimated $3.12M sold.

Avalon Investment & Advisory first reported a position in HCC in Q1 2021 and held it in 2 quarters. The position peaked at $3.12M in Q2 2021. 167 funds tracked by Wall St. Rank hold HCC as of Q3 2021.

  • Avalon Investment & Advisory reported no remaining Warrior Met Coal position as of Q3 2021 after selling out during the quarter.
  • Avalon Investment & Advisory sold 181,179 Warrior Met Coal shares in Q3 2021, an estimated $3.12M.
  • Avalon Investment & Advisory first reported a position in Warrior Met Coal in Q1 2021 and held it in 2 quarters.
  • Avalon Investment & Advisory's Warrior Met Coal position peaked at $3.12M in Q2 2021.
  • 167 funds tracked by Wall St. Rank held Warrior Met Coal as of Q3 2021.

Based on Avalon Investment & Advisory's 13F filing for Q3 2021, filed 8 Nov 2021.