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Hillsdale Investment Management’s SunCoke Energy SXC Stock Holding History

Hillsdale Investment 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
2023
Q2 		– Sell
-117,064
Closed -$1.05M – 653
2023
Q1 		$1.05M Hold
117,064
– – 0.09% 177
2022
Q4 		$1.01M Buy
+117,064
New +$905K 0.09% 179
2015
Q4 		– Sell
-4,300
Closed -$33K – 588
2015
Q3 		$33K Buy
+4,300
New +$47.9K 0.01% 423
2015
Q1 		– Sell
-2,000
Closed -$39K – 568
2014
Q4 		$39K Buy
+2,000
New +$42K 0.01% 457

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

Hillsdale Investment Management's SXC Position: Q2 2023 in Review

Hillsdale Investment Management sold out of SunCoke Energy (SXC) in Q2 2023, closing a stake of 117,064 shares — an estimated $1.05M sold.

Hillsdale Investment Management first reported a position in SXC in Q4 2014 and held it in 4 quarters. The position peaked at $1.05M in Q1 2023. 214 funds tracked by Wall St. Rank hold SXC as of Q2 2023.

  • Hillsdale Investment Management reported no remaining SunCoke Energy position as of Q2 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 117,064 SunCoke Energy shares in Q2 2023, an estimated $1.05M.
  • Hillsdale Investment Management first reported a position in SunCoke Energy in Q4 2014 and held it in 4 quarters.
  • Hillsdale Investment Management's SunCoke Energy position peaked at $1.05M in Q1 2023.
  • 214 funds tracked by Wall St. Rank held SunCoke Energy as of Q2 2023.

Based on Hillsdale Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.