Cerity Partners
HCC icon

Cerity Partners’s Warrior Met Coal HCC Stock Holding History

Cerity Partners’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
2026
Q1 		– Sell
-2,362
Closed -$208K – 3312
2025
Q4 		$208K Buy
+2,362
New +$178K ﹤0.01% 2619
2024
Q4 		– Sell
-3,980
Closed -$254K – 2501
2024
Q3 		$254K Buy
+3,980
New +$247K ﹤0.01% 2176
2024
Q2 		– Sell
-3,620
Closed -$220K – 2300
2024
Q1 		$220K Buy
+3,620
New +$219K ﹤0.01% 2058
2023
Q4 		– Sell
-138,860
Closed -$7.09M – 1870
2023
Q3 		$7.09M Buy
+138,860
New +$5.83M 0.03% 351
2020
Q1 		– Sell
-23,627
Closed -$499K – 481
2019
Q4 		$499K Buy
23,627
+3,858
+20% +$78.8K 0.03% 339
2019
Q3 		$386K Hold
19,769
– – 0.02% 355
2019
Q2 		$516K Buy
19,769
+4,000
+25% +$114K 0.03% 312
2019
Q1 		$479K Buy
+15,769
New +$431K 0.03% 332

Other funds holding HCC

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Cerity Partners's HCC Position: Q1 2026 in Review

Cerity Partners sold out of Warrior Met Coal (HCC) in Q1 2026, closing a stake of 2,362 shares — an estimated $208K sold.

Cerity Partners first reported a position in HCC in Q1 2019 and held it in 8 quarters. The position peaked at $7.09M in Q3 2023. 343 funds tracked by Wall St. Rank hold HCC as of Q1 2026.

  • Cerity Partners reported no remaining Warrior Met Coal position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 2,362 Warrior Met Coal shares in Q1 2026, an estimated $208K.
  • Cerity Partners first reported a position in Warrior Met Coal in Q1 2019 and held it in 8 quarters.
  • Cerity Partners's Warrior Met Coal position peaked at $7.09M in Q3 2023.
  • 343 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.