Ergoteles’s Peabody Energy BTU Stock Holding History

Ergoteles’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 Q1	–	Sell	-65,621	Closed	-$1.73M	–	1295
2022 Q4	$1.73M	Buy	65,621 +17,231	+36%	+$473K	0.06%	312
2022 Q3	$1.2M	Buy	+48,390	New	+$1.09M	0.04%	417
2021 Q1	–	Sell	-35,500	Closed	-$86K	–	817
2020 Q4	$86K	Buy	35,500 +21,300	+150%	+$34.6K	﹤0.01%	631
2020 Q3	$33K	Buy	+14,200	New	+$41.1K	﹤0.01%	571

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

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

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

P3I

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ergoteles's BTU Position: Q1 2023 in Review

Ergoteles sold out of Peabody Energy (BTU) in Q1 2023, closing a stake of 65,621 shares — an estimated $1.73M sold.

Ergoteles first reported a position in BTU in Q3 2020 and held it in 4 quarters. The position peaked at $1.73M in Q4 2022. 282 funds tracked by Wall St. Rank hold BTU as of Q1 2023.

Ergoteles reported no remaining Peabody Energy position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 65,621 Peabody Energy shares in Q1 2023, an estimated $1.73M.
Ergoteles first reported a position in Peabody Energy in Q3 2020 and held it in 4 quarters.
Ergoteles's Peabody Energy position peaked at $1.73M in Q4 2022.
282 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.