Covestor’s SunCoke Energy SXC Stock Holding History

Covestor’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	$8K	Buy	1,191 +65	+6%	+$460	0.01%	1616
2025 Q4	$8K	Sell	1,126 -36	-3%	-$265	﹤0.01%	1745
2025 Q3	$9K	Sell	1,162 -230	-17%	-$1.83K	0.01%	1692
2025 Q2	$12K	Buy	1,392 +169	+14%	+$1.47K	0.01%	1492
2025 Q1	$11K	Buy	1,223 +991	+427%	+$9.51K	0.01%	1456
2024 Q4	$2K	Sell	232 -991	-81%	-$10.6K	﹤0.01%	1941
2024 Q3	$10K	Buy	1,223 +108	+10%	+$1K	0.01%	1584
2024 Q2	$11K	Buy	1,115 +89	+9%	+$920	0.01%	1494
2024 Q1	$11K	Buy	1,026 +5	+0.5%	+$54	0.01%	1542
2023 Q4	$11K	Sell	1,021 -151	-13%	-$1.44K	0.01%	1517
2023 Q3	$12K	Sell	1,172 -76	-6%	-$688	0.01%	1341
2023 Q2	$10K	Buy	1,248 +919	+279%	+$7.21K	0.01%	1461
2023 Q1	$3K	Sell	329 -167	-34%	-$1.53K	﹤0.01%	1708
2022 Q4	$4K	Buy	496 +74	+18%	+$572	﹤0.01%	1646
2022 Q3	$2K	Sell	422 -199	-32%	-$1.34K	﹤0.01%	1740
2022 Q2	$4K	Buy	621 +250	+67%	+$2.02K	﹤0.01%	1494
2022 Q1	$3K	Buy	+371	New	+$2.92K	﹤0.01%	1627

Other funds holding SXC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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 $50.9B 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

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return