Howe & Rusling’s SunCoke Energy SXC Stock Holding History

Howe & Rusling’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
2022 Q4	–	Sell	-143	Closed	-$1K	–	941
2022 Q3	$1K	Buy	+143	New	+$961	﹤0.01%	1008
2019 Q4	–	Sell	-238	Closed	-$1K	–	882
2019 Q3	$1K	Hold	238	–	–	﹤0.01%	799
2019 Q2	$2K	Hold	238	–	–	﹤0.01%	685
2019 Q1	$2K	Buy	+238	New	+$2.31K	﹤0.01%	687
2014 Q2	–	Sell	-238	Closed	-$5K	–	921
2014 Q1	$5K	Buy	+238	New	+$5.24K	﹤0.01%	681
2013 Q3	–	Sell	-238	Closed	-$3K	–	924
2013 Q2	$3K	Buy	+238	New	+$3.64K	﹤0.01%	783

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

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

BCM

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

TCW Group Los Angeles, California $13.3B AUM 34.44% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Howe & Rusling's SXC Position: Q4 2022 in Review

Howe & Rusling sold out of SunCoke Energy (SXC) in Q4 2022, closing a stake of 143 shares — an estimated $1K sold.

Howe & Rusling first reported a position in SXC in Q2 2013 and held it in 6 quarters. The position peaked at $5K in Q1 2014. 211 funds tracked by Wall St. Rank hold SXC as of Q4 2022.

Howe & Rusling reported no remaining SunCoke Energy position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 143 SunCoke Energy shares in Q4 2022, an estimated $1K.
Howe & Rusling first reported a position in SunCoke Energy in Q2 2013 and held it in 6 quarters.
Howe & Rusling's SunCoke Energy position peaked at $5K in Q1 2014.
211 funds tracked by Wall St. Rank held SunCoke Energy as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.