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Bleakley Financial Group’s Peabody Energy BTU Stock Holding History

Bleakley Financial Group’s Portfolio BTU Stock Details BTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-42,214
Closed -$1.08M – 932
2023
Q1 		$1.08M Sell
42,214
-36,035
-46% -$957K 0.04% 369
2022
Q4 		$2.07M Buy
+78,249
New +$2.15M 0.07% 237

Other funds holding BTU

EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bleakley Financial Group's BTU Position: Q2 2023 in Review

Bleakley Financial Group sold out of Peabody Energy (BTU) in Q2 2023, closing a stake of 42,214 shares — an estimated $1.08M sold.

Bleakley Financial Group first reported a position in BTU in Q4 2022 and held it in 2 quarters. The position peaked at $2.07M in Q4 2022. 259 funds tracked by Wall St. Rank hold BTU as of Q2 2023.

  • Bleakley Financial Group reported no remaining Peabody Energy position as of Q2 2023 after selling out during the quarter.
  • Bleakley Financial Group sold 42,214 Peabody Energy shares in Q2 2023, an estimated $1.08M.
  • Bleakley Financial Group first reported a position in Peabody Energy in Q4 2022 and held it in 2 quarters.
  • Bleakley Financial Group's Peabody Energy position peaked at $2.07M in Q4 2022.
  • 259 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2023.

Based on Bleakley Financial Group's 13F filing for Q2 2023, filed 14 Aug 2023.