Evergreen Capital Management’s SunCoke Energy SXC Stock Holding History

Evergreen Capital Management’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
2025 Q3	–	Sell	-10,397	Closed	-$89.3K	–	1366
2025 Q2	$89.3K	Sell	10,397 -2,305	-18%	-$20K	﹤0.01%	1104
2025 Q1	$117K	Buy	12,702 +268	+2%	+$2.57K	﹤0.01%	1056
2024 Q4	$133K	Buy	12,434 +778	+7%	+$8.34K	﹤0.01%	1032
2024 Q3	$101K	Buy	11,656 +1,478	+15%	+$13.7K	﹤0.01%	986
2024 Q2	$99.7K	Hold	10,178	–	–	﹤0.01%	914
2024 Q1	$115K	Buy	10,178 +125	+1%	+$1.35K	﹤0.01%	838
2023 Q4	$108K	Hold	10,053	–	–	﹤0.01%	817
2023 Q3	$103K	Buy	+10,053	New	+$91K	﹤0.01%	756

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

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

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

Evergreen Capital Management's SXC Position: Q3 2025 in Review

Evergreen Capital Management sold out of SunCoke Energy (SXC) in Q3 2025, closing a stake of 10,397 shares — an estimated $89.3K sold.

Evergreen Capital Management first reported a position in SXC in Q3 2023 and held it in 8 quarters. The position peaked at $133K in Q4 2024. 228 funds tracked by Wall St. Rank hold SXC as of Q3 2025.

Evergreen Capital Management reported no remaining SunCoke Energy position as of Q3 2025 after selling out during the quarter.
Evergreen Capital Management sold 10,397 SunCoke Energy shares in Q3 2025, an estimated $89.3K.
Evergreen Capital Management first reported a position in SunCoke Energy in Q3 2023 and held it in 8 quarters.
Evergreen Capital Management's SunCoke Energy position peaked at $133K in Q4 2024.
228 funds tracked by Wall St. Rank held SunCoke Energy as of Q3 2025.

Based on Evergreen Capital Management's 13F filing for Q3 2025, filed 28 Oct 2025.