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Lee Financial’s SunCoke Energy SXC Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-23
Closed -$248 – 735
2023
Q4 		$248 Hold
23
– – ﹤0.01% 842
2023
Q3 		$234 Hold
23
– – ﹤0.01% 818
2023
Q2 		$182 Hold
23
– – ﹤0.01% 760
2023
Q1 		$207 Hold
23
– – ﹤0.01% 768
2022
Q4 		$198 Sell
23
-270
-92% -$2.09K ﹤0.01% 886
2022
Q3 		$2K Hold
293
– – ﹤0.01% 708
2022
Q2 		$2K Hold
293
– – ﹤0.01% 737
2022
Q1 		$3K Hold
293
– – ﹤0.01% 594
2021
Q4 		$2K Hold
293
– – ﹤0.01% 786
2021
Q3 		$2K Buy
+293
New +$2.01K ﹤0.01% 648

Other funds holding SXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lee Financial's SXC Position: Q1 2024 in Review

Lee Financial sold out of SunCoke Energy (SXC) in Q1 2024, closing a stake of 23 shares — an estimated $248 sold.

Lee Financial first reported a position in SXC in Q3 2021 and held it in 10 quarters. The position peaked at $3K in Q1 2022. 228 funds tracked by Wall St. Rank hold SXC as of Q1 2024.

  • Lee Financial reported no remaining SunCoke Energy position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 23 SunCoke Energy shares in Q1 2024, an estimated $248.
  • Lee Financial first reported a position in SunCoke Energy in Q3 2021 and held it in 10 quarters.
  • Lee Financial's SunCoke Energy position peaked at $3K in Q1 2022.
  • 228 funds tracked by Wall St. Rank held SunCoke Energy as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.