James Investment Research’s Mexco Energy MXC Stock Holding History

James Investment Research’s Portfolio MXC Stock Details MXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,000	Closed	-$11K	–	450
2023 Q1	$11K	Hold	1,000	–	–	﹤0.01%	476
2022 Q4	$12K	Buy	+1,000	New	+$14.8K	﹤0.01%	470

Other funds holding MXC

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

BCM

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

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

James Investment Research's MXC Position: Q2 2023 in Review

James Investment Research sold out of Mexco Energy (MXC) in Q2 2023, closing a stake of 1,000 shares — an estimated $11K sold.

James Investment Research first reported a position in MXC in Q4 2022 and held it in 2 quarters. The position peaked at $12K in Q4 2022. 10 funds tracked by Wall St. Rank hold MXC as of Q2 2023.

James Investment Research reported no remaining Mexco Energy position as of Q2 2023 after selling out during the quarter.
James Investment Research sold 1,000 Mexco Energy shares in Q2 2023, an estimated $11K.
James Investment Research first reported a position in Mexco Energy in Q4 2022 and held it in 2 quarters.
James Investment Research's Mexco Energy position peaked at $12K in Q4 2022.
10 funds tracked by Wall St. Rank held Mexco Energy as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.