Bank of Montreal
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Bank of Montreal’s SunCoke Energy SXC Stock Holding History

Bank of Montreal’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
2026
Q1 		– Sell
-15,126
Closed -$109K – 4018
2025
Q4 		$109K Sell
15,126
-29,047
-66% -$214K ﹤0.01% 3025
2025
Q3 		$360K Sell
44,173
-7,898
-15% -$62.9K ﹤0.01% 2435
2025
Q2 		$447K Buy
52,071
+2,258
+5% +$19.6K ﹤0.01% 2343
2025
Q1 		$458K Sell
49,813
-8,237
-14% -$79.1K ﹤0.01% 2260
2024
Q4 		$621K Buy
58,050
+1,709
+3% +$18.3K ﹤0.01% 2102
2024
Q3 		$489K Sell
56,341
-119,919
-68% -$1.11M ﹤0.01% 2436
2024
Q2 		$1.73M Buy
176,260
+92,827
+111% +$959K ﹤0.01% 1731
2024
Q1 		$946K Buy
83,433
+300
+0.4% +$3.24K ﹤0.01% 2027
2023
Q4 		$919K Buy
83,133
+580
+0.7% +$5.53K ﹤0.01% 2096
2023
Q3 		$793K Sell
82,553
-737
-0.9% -$6.67K ﹤0.01% 2176
2023
Q2 		$656K Sell
83,290
-30,975
-27% -$243K ﹤0.01% 2415
2023
Q1 		$1.03M Buy
114,265
+3,937
+4% +$36K ﹤0.01% 2029
2022
Q4 		$952K Buy
110,328
+42,781
+63% +$331K ﹤0.01% 2207
2022
Q3 		$399 Buy
67,547
+23,972
+55% +$161K ﹤0.01% 2732
2022
Q2 		$308 Sell
43,575
-21,743
-33% -$175K ﹤0.01% 2995
2022
Q1 		$581K Buy
65,318
+22,618
+53% +$178K ﹤0.01% 2720
2021
Q4 		$287K Buy
42,700
+5,645
+15% +$37.4K ﹤0.01% 2750
2021
Q3 		$234K Buy
37,055
+4,716
+15% +$32.4K ﹤0.01% 3260
2021
Q2 		$232K Buy
32,339
+6,444
+25% +$45.9K ﹤0.01% 3160
2021
Q1 		$168K Buy
25,895
+4,760
+23% +$29.4K ﹤0.01% 3188
2020
Q4 		$122K Buy
21,135
+15,092
+250% +$63.2K ﹤0.01% 3484
2020
Q3 		$21K Sell
6,043
-2,913
-33% -$9.5K ﹤0.01% 3820
2020
Q2 		$24K Buy
8,956
+7,447
+494% +$23.8K ﹤0.01% 3776
2020
Q1 		$6K Sell
1,509
-8,797
-85% -$44.6K ﹤0.01% 3643
2019
Q4 		$64K Sell
10,306
-3,198
-24% -$17.8K ﹤0.01% 3724
2019
Q3 		$76K Buy
13,504
+4,255
+46% +$30.6K ﹤0.01% 3430
2019
Q2 		$81K Buy
9,249
+2,728
+42% +$22.5K ﹤0.01% 3469
2019
Q1 		$55K Buy
6,521
+1,552
+31% +$15.1K ﹤0.01% 3308
2018
Q4 		$43K Buy
4,969
+466
+10% +$4.77K ﹤0.01% 3341
2018
Q3 		$52K Sell
4,503
-13
-0.3% -$155 ﹤0.01% 3378
2018
Q2 		$61K Buy
4,516
+4
+0.1% +$50 ﹤0.01% 3343
2018
Q1 		$48K Hold
4,512
– – ﹤0.01% 3248
2017
Q4 		$54K Buy
4,512
+591
+15% +$6.37K ﹤0.01% 3244
2017
Q3 		$36K Sell
3,921
-1,091
-22% -$10.3K ﹤0.01% 3351
2017
Q2 		$55K Buy
5,012
+470
+10% +$4.3K ﹤0.01% 3193
2017
Q1 		$41K Sell
4,542
-13,470
-75% -$132K ﹤0.01% 3154
2016
Q4 		$206K Buy
18,012
+336
+2% +$3.57K ﹤0.01% 2482
2016
Q3 		$142K Buy
17,676
+16,849
+2,037% +$118K ﹤0.01% 2598
2016
Q2 		$5K Sell
827
-3,300
-80% -$20.8K ﹤0.01% 3737
2016
Q1 		$27K Sell
4,127
-3,143
-43% -$13.4K ﹤0.01% 3280
2015
Q4 		$24K Sell
7,270
-2,212,236
-100% -$10.6M ﹤0.01% 3333
2015
Q3 		$17.3M Buy
2,219,506
+196,188
+10% +$2.19M 0.02% 506
2015
Q2 		$26.3M Buy
2,023,318
+2,021,118
+91,869% +$31.8M 0.03% 431
2015
Q1 		$33K Sell
2,200
-742
-25% -$12.7K ﹤0.01% 3086
2014
Q4 		$58K Sell
2,942
-481
-14% -$10.1K ﹤0.01% 3004
2014
Q3 		$77K Sell
3,423
-1,296
-27% -$30K ﹤0.01% 2944
2014
Q2 		$102K Buy
4,719
+1,848
+64% +$38.8K ﹤0.01% 2826
2014
Q1 		$65K Sell
2,871
-222
-7% -$4.89K ﹤0.01% 3008
2013
Q4 		$70K Sell
3,093
-83
-3% -$1.71K ﹤0.01% 2706
2013
Q3 		$54K Sell
3,176
-73,763
-96% -$1.17M ﹤0.01% 2790
2013
Q2 		$1.08M Buy
+76,939
New +$1.18M ﹤0.01% 1368

Other funds holding SXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 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
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Bank of Montreal's SXC Position: Q1 2026 in Review

Bank of Montreal sold out of SunCoke Energy (SXC) in Q1 2026, closing a stake of 15,126 shares — an estimated $109K sold.

Bank of Montreal first reported a position in SXC in Q2 2013 and held it in 51 quarters. The position peaked at $26.3M in Q2 2015. 216 funds tracked by Wall St. Rank hold SXC as of Q1 2026.

  • Bank of Montreal reported no remaining SunCoke Energy position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 15,126 SunCoke Energy shares in Q1 2026, an estimated $109K.
  • Bank of Montreal first reported a position in SunCoke Energy in Q2 2013 and held it in 51 quarters.
  • Bank of Montreal's SunCoke Energy position peaked at $26.3M in Q2 2015.
  • 216 funds tracked by Wall St. Rank held SunCoke Energy as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.