Investment House LLC’s Peabody Energy BTU Stock Holding History

Investment House LLC’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
2024 Q1	–	Sell	-15,000	Closed	-$365K	–	212
2023 Q4	$365K	Buy	+15,000	New	+$362K	0.03%	160

Other funds holding BTU

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Investment House LLC's BTU Position: Q1 2024 in Review

Investment House LLC sold out of Peabody Energy (BTU) in Q1 2024, closing a stake of 15,000 shares — an estimated $365K sold.

Investment House LLC first reported a position in BTU in Q4 2023 and held it in 1 quarter. The position peaked at $365K in Q4 2023. 303 funds tracked by Wall St. Rank hold BTU as of Q1 2024.

Investment House LLC reported no remaining Peabody Energy position as of Q1 2024 after selling out during the quarter.
Investment House LLC sold 15,000 Peabody Energy shares in Q1 2024, an estimated $365K.
Investment House LLC first reported a position in Peabody Energy in Q4 2023 and held it in 1 quarter.
Investment House LLC's Peabody Energy position peaked at $365K in Q4 2023.
303 funds tracked by Wall St. Rank held Peabody Energy as of Q1 2024.

Based on Investment House LLC's 13F filing for Q1 2024, filed 2 May 2024.