Ergoteles’s SunCoke Energy SXC Stock Holding History

Ergoteles’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 Q1	–	Sell	-57,759	Closed	-$498K	–	1739
2022 Q4	$498K	Buy	57,759 +47,559	+466%	+$368K	0.02%	700
2022 Q3	$59K	Sell	10,200 -47,514	-82%	-$319K	﹤0.01%	1431
2022 Q2	$393K	Buy	+57,714	New	+$465K	0.01%	963
2022 Q1	–	Sell	-14,136	Closed	-$93K	–	1623
2021 Q4	$93K	Buy	+14,136	New	+$93.7K	﹤0.01%	1160
2021 Q3	–	Sell	-38,400	Closed	-$274K	–	1646
2021 Q2	$274K	Buy	+38,400	New	+$273K	0.01%	1116

Other funds holding SXC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Ergoteles's SXC Position: Q1 2023 in Review

Ergoteles sold out of SunCoke Energy (SXC) in Q1 2023, closing a stake of 57,759 shares — an estimated $498K sold.

Ergoteles first reported a position in SXC in Q2 2021 and held it in 5 quarters. The position peaked at $498K in Q4 2022. 218 funds tracked by Wall St. Rank hold SXC as of Q1 2023.

Ergoteles reported no remaining SunCoke Energy position as of Q1 2023 after selling out during the quarter.
Ergoteles sold 57,759 SunCoke Energy shares in Q1 2023, an estimated $498K.
Ergoteles first reported a position in SunCoke Energy in Q2 2021 and held it in 5 quarters.
Ergoteles's SunCoke Energy position peaked at $498K in Q4 2022.
218 funds tracked by Wall St. Rank held SunCoke Energy as of Q1 2023.

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