Dudley & Shanley’s Peabody Energy BTU Stock Holding History

Dudley & Shanley’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 Q4	–	Sell	-9,700	Closed	-$252K	–	36
2023 Q3	$252K	Sell	9,700 -2,500	-20%	-$55.9K	0.05%	36
2023 Q2	$264K	Hold	12,200	–	–	0.05%	37
2023 Q1	$312K	Hold	12,200	–	–	0.06%	35
2022 Q4	$322K	Hold	12,200	–	–	0.07%	31
2022 Q3	$303K	Hold	12,200	–	–	0.08%	23
2022 Q2	$260K	Buy	+12,200	New	+$299K	0.06%	30

Other funds holding BTU

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dudley & Shanley's BTU Position: Q4 2023 in Review

Dudley & Shanley sold out of Peabody Energy (BTU) in Q4 2023, closing a stake of 9,700 shares — an estimated $252K sold.

Dudley & Shanley first reported a position in BTU in Q2 2022 and held it in 6 quarters. The position peaked at $322K in Q4 2022. 285 funds tracked by Wall St. Rank hold BTU as of Q4 2023.

Dudley & Shanley reported no remaining Peabody Energy position as of Q4 2023 after selling out during the quarter.
Dudley & Shanley sold 9,700 Peabody Energy shares in Q4 2023, an estimated $252K.
Dudley & Shanley first reported a position in Peabody Energy in Q2 2022 and held it in 6 quarters.
Dudley & Shanley's Peabody Energy position peaked at $322K in Q4 2022.
285 funds tracked by Wall St. Rank held Peabody Energy as of Q4 2023.

Based on Dudley & Shanley's 13F filing for Q4 2023, filed 12 Jan 2024.