K.J. Harrison & Partners’s Peabody Energy BTU Stock Holding History

K.J. Harrison & Partners’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	-50,000	Closed	-$1.3M	–	203
2023 Q3	$1.3M	Hold	50,000	–	–	0.29%	88
2023 Q2	$1.08M	Hold	50,000	–	–	0.2%	121
2023 Q1	$1.28M	Buy	50,000 +10,000	+25%	+$266K	0.26%	106
2022 Q4	$1.43M	Buy	40,000 +30,000	+300%	+$824K	0.28%	106
2022 Q3	$248K	Buy	+10,000	New	+$224K	0.09%	141

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

K.J. Harrison & Partners's BTU Position: Q4 2023 in Review

K.J. Harrison & Partners sold out of Peabody Energy (BTU) in Q4 2023, closing a stake of 50,000 shares — an estimated $1.3M sold.

K.J. Harrison & Partners first reported a position in BTU in Q3 2022 and held it in 5 quarters. The position peaked at $1.43M in Q4 2022. 285 funds tracked by Wall St. Rank hold BTU as of Q4 2023.

K.J. Harrison & Partners reported no remaining Peabody Energy position as of Q4 2023 after selling out during the quarter.
K.J. Harrison & Partners sold 50,000 Peabody Energy shares in Q4 2023, an estimated $1.3M.
K.J. Harrison & Partners first reported a position in Peabody Energy in Q3 2022 and held it in 5 quarters.
K.J. Harrison & Partners's Peabody Energy position peaked at $1.43M in Q4 2022.
285 funds tracked by Wall St. Rank held Peabody Energy as of Q4 2023.

Based on K.J. Harrison & Partners's 13F filing for Q4 2023, filed 2 Feb 2024.