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Greenleaf Trust’s SunCoke Energy SXC Stock Holding History

Greenleaf Trust’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
Q2 		– Sell
-30,054
Closed -$270K – 801
2023
Q1 		$270K Buy
30,054
+45
+0.1% +$411 ﹤0.01% 639
2022
Q4 		$259K Buy
+30,009
New +$232K ﹤0.01% 632
2022
Q3 		– Sell
-25,761
Closed -$175K – 741
2022
Q2 		$175K Buy
25,761
+14,341
+126% +$116K ﹤0.01% 684
2022
Q1 		$102K Buy
+11,420
New +$89.9K ﹤0.01% 745

Other funds holding SXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenleaf Trust's SXC Position: Q2 2023 in Review

Greenleaf Trust sold out of SunCoke Energy (SXC) in Q2 2023, closing a stake of 30,054 shares — an estimated $270K sold.

Greenleaf Trust first reported a position in SXC in Q1 2022 and held it in 4 quarters. The position peaked at $270K in Q1 2023. 214 funds tracked by Wall St. Rank hold SXC as of Q2 2023.

  • Greenleaf Trust reported no remaining SunCoke Energy position as of Q2 2023 after selling out during the quarter.
  • Greenleaf Trust sold 30,054 SunCoke Energy shares in Q2 2023, an estimated $270K.
  • Greenleaf Trust first reported a position in SunCoke Energy in Q1 2022 and held it in 4 quarters.
  • Greenleaf Trust's SunCoke Energy position peaked at $270K in Q1 2023.
  • 214 funds tracked by Wall St. Rank held SunCoke Energy as of Q2 2023.

Based on Greenleaf Trust's 13F filing for Q2 2023, filed 9 Aug 2023.