Flagship Harbor Advisors’s Peabody Energy BTU Stock Holding History

Flagship Harbor Advisors’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
2026 Q1	–	Sell	-20	Closed	-$594	–	916
2025 Q4	$594	Buy	+20	New	+$588	﹤0.01%	2013
2020 Q4	–	Sell	-26	Closed	–	–	701
2020 Q3	$0	Hold	26	–	–	﹤0.01%	1934
2020 Q2	$0	Hold	26	–	–	﹤0.01%	2022
2020 Q1	$0	Hold	26	–	–	﹤0.01%	1874
2019 Q4	$0	Hold	26	–	–	﹤0.01%	1881
2019 Q3	$0	Hold	26	–	–	﹤0.01%	1845
2019 Q2	$0	Hold	26	–	–	﹤0.01%	1863
2019 Q1	$0	Hold	26	–	–	﹤0.01%	1849
2018 Q4	$0	Hold	26	–	–	﹤0.01%	1860
2018 Q3	$1K	Hold	26	–	–	﹤0.01%	1973
2018 Q2	$1K	Buy	+26	New	+$1.07K	﹤0.01%	1922

Other funds holding BTU

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Renaissance Technologies

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Hudson Bay Capital Management

Hudson Bay Capital Management Stamford, Connecticut $16.6B AUM 30.2% 1-Year Est. Return