Clearstead Trust’s SunCoke Energy SXC Stock Holding History

Clearstead Trust’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	-55	Closed	-$449	–	1491
2025 Q3	$449	Hold	55	–	–	﹤0.01%	1391
2025 Q2	$473	Buy	+55	New	+$477	﹤0.01%	1343

Other funds holding SXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Clearstead Trust's SXC Position: Q4 2025 in Review

Clearstead Trust sold out of SunCoke Energy (SXC) in Q4 2025, closing a stake of 55 shares — an estimated $449 sold.

Clearstead Trust first reported a position in SXC in Q2 2025 and held it in 2 quarters. The position peaked at $473 in Q2 2025. 223 funds tracked by Wall St. Rank hold SXC as of Q4 2025.

Clearstead Trust reported no remaining SunCoke Energy position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 55 SunCoke Energy shares in Q4 2025, an estimated $449.
Clearstead Trust first reported a position in SunCoke Energy in Q2 2025 and held it in 2 quarters.
Clearstead Trust's SunCoke Energy position peaked at $473 in Q2 2025.
223 funds tracked by Wall St. Rank held SunCoke Energy as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.