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Ballentine Partners’s SunCoke Energy SXC Stock Holding History

Ballentine 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
2025
Q4 		– Sell
-24,192
Closed -$197K – 1083
2025
Q3 		$197K Sell
24,192
-85
-0.4% -$677 ﹤0.01% 928
2025
Q2 		$209K Buy
24,277
+13,189
+119% +$114K ﹤0.01% 867
2025
Q1 		$102K Sell
11,088
-7,953
-42% -$76.4K ﹤0.01% 857
2024
Q4 		$204K Buy
19,041
+3,102
+19% +$33.2K ﹤0.01% 776
2024
Q3 		$138K Sell
15,939
-16,462
-51% -$152K ﹤0.01% 780
2024
Q2 		$318K Buy
32,401
+8,400
+35% +$86.8K 0.01% 539
2024
Q1 		$270K Buy
24,001
+93
+0.4% +$1K 0.01% 574
2023
Q4 		$257K Buy
23,908
+11,514
+93% +$110K 0.01% 554
2023
Q3 		$126K Buy
12,394
+392
+3% +$3.55K ﹤0.01% 570
2023
Q2 		$94.5K Sell
12,002
-264
-2% -$2.07K ﹤0.01% 585
2023
Q1 		$110K Sell
12,266
-118
-1% -$1.08K ﹤0.01% 544
2022
Q4 		$107K Buy
+12,384
New +$95.7K ﹤0.01% 487

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ballentine Partners's SXC Position: Q4 2025 in Review

Ballentine Partners sold out of SunCoke Energy (SXC) in Q4 2025, closing a stake of 24,192 shares — an estimated $197K sold.

Ballentine Partners first reported a position in SXC in Q4 2022 and held it in 12 quarters. The position peaked at $318K in Q2 2024. 223 funds tracked by Wall St. Rank hold SXC as of Q4 2025.

  • Ballentine Partners reported no remaining SunCoke Energy position as of Q4 2025 after selling out during the quarter.
  • Ballentine Partners sold 24,192 SunCoke Energy shares in Q4 2025, an estimated $197K.
  • Ballentine Partners first reported a position in SunCoke Energy in Q4 2022 and held it in 12 quarters.
  • Ballentine Partners's SunCoke Energy position peaked at $318K in Q2 2024.
  • 223 funds tracked by Wall St. Rank held SunCoke Energy as of Q4 2025.

Based on Ballentine Partners's 13F filing for Q4 2025, filed 3 Feb 2026.