Jade Capital Advisors’s Peabody Energy BTU Stock Holding History

Jade Capital 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
2023 Q4	–	Sell	-85,000	Closed	-$2.21M	–	83
2023 Q3	$2.21M	Buy	+85,000	New	+$1.9M	1.99%	16
2022 Q1	–	Sell	-45,000	Closed	-$535K	–	106
2021 Q4	$535K	Sell	45,000 -5,000	-10%	-$60.7K	0.41%	57
2021 Q3	$740K	Buy	+50,000	New	+$655K	0.43%	56

Other funds holding BTU

EIM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

P3I

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jade Capital Advisors's BTU Position: Q4 2023 in Review

Jade Capital Advisors sold out of Peabody Energy (BTU) in Q4 2023, closing a stake of 85,000 shares — an estimated $2.21M sold.

Jade Capital Advisors first reported a position in BTU in Q3 2021 and held it in 3 quarters. The position peaked at $2.21M in Q3 2023. 285 funds tracked by Wall St. Rank hold BTU as of Q4 2023.

Jade Capital Advisors reported no remaining Peabody Energy position as of Q4 2023 after selling out during the quarter.
Jade Capital Advisors sold 85,000 Peabody Energy shares in Q4 2023, an estimated $2.21M.
Jade Capital Advisors first reported a position in Peabody Energy in Q3 2021 and held it in 3 quarters.
Jade Capital Advisors's Peabody Energy position peaked at $2.21M in Q3 2023.
285 funds tracked by Wall St. Rank held Peabody Energy as of Q4 2023.

Based on Jade Capital Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.