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Diversified Trust’s SunCoke Energy SXC Stock Holding History

Diversified 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
2023
Q4 		– Sell
-18,709
Closed -$190K – 939
2023
Q3 		$190K Buy
+18,709
New +$169K 0.01% 749
2023
Q2 		– Sell
-14,191
Closed -$127K – 897
2023
Q1 		$127K Sell
14,191
-1,104
-7% -$10.1K 0.01% 779
2022
Q4 		$132K Buy
+15,295
New +$118K 0.01% 754
2022
Q3 		– Sell
-17,645
Closed -$120K – 827
2022
Q2 		$120K Buy
17,645
+1,341
+8% +$10.8K 0.01% 713
2022
Q1 		$145K Hold
16,304
– – 0.01% 765
2021
Q4 		$107K Hold
16,304
– – ﹤0.01% 803
2021
Q3 		$102K Sell
16,304
-4,210
-21% -$28.9K ﹤0.01% 767
2021
Q2 		$146K Buy
20,514
+302
+1% +$2.15K 0.01% 738
2021
Q1 		$142K Buy
20,212
+2,241
+12% +$13.8K 0.01% 712
2020
Q4 		$78K Buy
17,971
+2,103
+13% +$8.8K ﹤0.01% 714
2020
Q3 		$54K Hold
15,868
– – ﹤0.01% 630
2020
Q2 		$47K Buy
+15,868
New +$50.7K ﹤0.01% 554

Other funds holding SXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Diversified Trust's SXC Position: Q4 2023 in Review

Diversified Trust sold out of SunCoke Energy (SXC) in Q4 2023, closing a stake of 18,709 shares — an estimated $190K sold.

Diversified Trust first reported a position in SXC in Q2 2020 and held it in 12 quarters. The position peaked at $190K in Q3 2023. 216 funds tracked by Wall St. Rank hold SXC as of Q4 2023.

  • Diversified Trust reported no remaining SunCoke Energy position as of Q4 2023 after selling out during the quarter.
  • Diversified Trust sold 18,709 SunCoke Energy shares in Q4 2023, an estimated $190K.
  • Diversified Trust first reported a position in SunCoke Energy in Q2 2020 and held it in 12 quarters.
  • Diversified Trust's SunCoke Energy position peaked at $190K in Q3 2023.
  • 216 funds tracked by Wall St. Rank held SunCoke Energy as of Q4 2023.

Based on Diversified Trust's 13F filing for Q4 2023, filed 8 Jan 2024.