Lee, Danner & Bass’s SunCoke Energy SXC Stock Holding History

Lee, Danner & Bass’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
2026 Q2	$1.57M	Hold	195,000	–	–	0.09%	134
2026 Q1	$1.27M	Buy	195,000 +177,000	+983%	+$1.25M	0.08%	141
2025 Q4	$130K	Hold	18,000	–	–	0.01%	231
2025 Q3	$147K	Sell	18,000 -2,000	-10%	-$15.9K	0.01%	230
2025 Q2	$172K	Hold	20,000	–	–	0.01%	220
2025 Q1	$184K	Sell	20,000 -5,000	-20%	-$48K	0.01%	217
2024 Q4	$268K	Hold	25,000	–	–	0.02%	207
2024 Q3	$217K	Hold	25,000	–	–	0.02%	207
2024 Q2	$245K	Buy	+25,000	New	+$258K	0.02%	196
2023 Q4	$268K	Hold	25,000	–	–	0.02%	193
2023 Q3	$254K	Hold	25,000	–	–	0.02%	192
2023 Q2	$197K	Hold	25,000	–	–	0.02%	200
2023 Q1	$224K	Hold	25,000	–	–	0.02%	191
2022 Q4	$216K	Hold	25,000	–	–	0.02%	188
2022 Q3	$145K	Hold	25,000	–	–	0.02%	190
2022 Q2	$170K	Hold	25,000	–	–	0.02%	187
2022 Q1	$223K	Hold	25,000	–	–	0.02%	191
2021 Q4	$165K	Hold	25,000	–	–	0.01%	195
2021 Q3	$157K	Hold	25,000	–	–	0.01%	194
2021 Q2	$178K	Hold	25,000	–	–	0.02%	200
2021 Q1	$175K	Hold	25,000	–	–	0.02%	188
2020 Q4	$109K	Hold	25,000	–	–	0.01%	181
2020 Q3	$85K	Hold	25,000	–	–	0.01%	175
2020 Q2	$74K	Hold	25,000	–	–	0.01%	176
2020 Q1	$96K	Hold	25,000	–	–	0.01%	168
2019 Q4	$156K	Hold	25,000	–	–	0.02%	174
2019 Q3	$141K	Hold	25,000	–	–	0.02%	175
2019 Q2	$222K	Hold	25,000	–	–	0.02%	168
2019 Q1	$212K	Hold	25,000	–	–	0.02%	165
2018 Q4	$214K	Hold	25,000	–	–	0.03%	164
2018 Q3	$290K	Hold	25,000	–	–	0.03%	161
2018 Q2	$335K	Hold	25,000	–	–	0.04%	150
2018 Q1	$269K	Hold	25,000	–	–	0.03%	163
2017 Q4	$300K	Hold	25,000	–	–	0.03%	156
2017 Q3	$228K	Sell	25,000 -8,000	-24%	-$75.2K	0.02%	162
2017 Q2	$360K	Sell	33,000 -1,000	-3%	-$9.15K	0.04%	144
2017 Q1	$305K	Hold	34,000	–	–	0.03%	147
2016 Q4	$386K	Sell	34,000 -2,500	-7%	-$26.6K	0.05%	132
2016 Q3	$293K	Hold	36,500	–	–	0.04%	143
2016 Q2	$212K	Hold	36,500	–	–	0.03%	159
2016 Q1	$274K	Sell	36,500 -15,800	-30%	-$67.2K	0.03%	144
2015 Q4	$181K	Buy	52,300 +25,800	+97%	+$124K	0.02%	157
2015 Q3	$206K	Buy	26,500 +13,000	+96%	+$145K	0.03%	158
2015 Q2	$175K	Buy	+13,500	New	+$213K	0.02%	161

Other funds holding SXC

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return

AWG

Altus Wealth Group Colorado Springs, Colorado $277M AUM 25.03% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Lee, Danner & Bass's SXC Position: Q2 2026 in Review

Lee, Danner & Bass held its SunCoke Energy (SXC) position steady in Q2 2026 at 195,000 shares worth $1.57M. The position accounts for 0.09% of the portfolio, ranked #134.

Lee, Danner & Bass first reported a position in SXC in Q2 2015 and has held it in 44 quarters since. 39 funds tracked by Wall St. Rank hold SXC as of Q2 2026.

Lee, Danner & Bass held 195,000 shares of SunCoke Energy worth $1.57M as of Q2 2026.
Lee, Danner & Bass left its SunCoke Energy share count unchanged in Q2 2026.
SunCoke Energy made up 0.09% of Lee, Danner & Bass's portfolio in Q2 2026, its #134 holding.
Lee, Danner & Bass first reported a position in SunCoke Energy in Q2 2015 and has held it in 44 quarters since.
39 funds tracked by Wall St. Rank held SunCoke Energy as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.