Lido Advisors’s SunCoke Energy SXC Stock Holding History

Lido Advisors’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
2023 Q1	–	Sell	-48,695	Closed	-$420K	–	1246
2022 Q4	$420K	Buy	48,695 +2,391	+5%	+$18.5K	0.01%	666
2022 Q3	$269K	Buy	+46,304	New	+$311K	﹤0.01%	792

Other funds holding SXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

BCM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Lido Advisors's SXC Position: Q1 2023 in Review

Lido Advisors sold out of SunCoke Energy (SXC) in Q1 2023, closing a stake of 48,695 shares — an estimated $420K sold.

Lido Advisors first reported a position in SXC in Q3 2022 and held it in 2 quarters. The position peaked at $420K in Q4 2022. 218 funds tracked by Wall St. Rank hold SXC as of Q1 2023.

Lido Advisors reported no remaining SunCoke Energy position as of Q1 2023 after selling out during the quarter.
Lido Advisors sold 48,695 SunCoke Energy shares in Q1 2023, an estimated $420K.
Lido Advisors first reported a position in SunCoke Energy in Q3 2022 and held it in 2 quarters.
Lido Advisors's SunCoke Energy position peaked at $420K in Q4 2022.
218 funds tracked by Wall St. Rank held SunCoke Energy as of Q1 2023.

Based on Lido Advisors's 13F filing for Q1 2023, filed 15 May 2023.