Massachusetts Financial Services
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Massachusetts Financial Services’s Warrior Met Coal HCC Stock Holding History

Massachusetts Financial Services’s Portfolio HCC Stock Details HCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,648
Closed -$744K – 893
2024
Q3 		$744K Sell
11,648
-10,640
-48% -$661K ﹤0.01% 807
2024
Q2 		$1.4M Buy
22,288
+2,050
+10% +$133K ﹤0.01% 773
2024
Q1 		$1.23M Buy
20,238
+428
+2% +$25.9K ﹤0.01% 770
2023
Q4 		$1.21M Buy
+19,810
New +$1.05M ﹤0.01% 761
2020
Q1 		– Sell
-55,321
Closed -$1.17M – 814
2019
Q4 		$1.17M Sell
55,321
-22,632
-29% -$462K ﹤0.01% 752
2019
Q3 		$1.52M Buy
77,953
+8,695
+13% +$195K ﹤0.01% 747
2019
Q2 		$1.81M Buy
69,258
+9,651
+16% +$275K ﹤0.01% 743
2019
Q1 		$1.81M Buy
59,607
+2,206
+4% +$60.4K ﹤0.01% 731
2018
Q4 		$1.38M Buy
57,401
+4,467
+8% +$114K ﹤0.01% 743
2018
Q3 		$1.43M Sell
52,934
-122
-0.2% -$3.12K ﹤0.01% 752
2018
Q2 		$1.46M Buy
+53,056
New +$1.4M ﹤0.01% 741
2017
Q4 		– Sell
-23,693
Closed -$558K – 854
2017
Q3 		$558K Buy
+23,693
New +$544K ﹤0.01% 795

Other funds holding HCC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
DS
Dalal Street West Lake Hills, Texas $423M AUM 115.19% 1-Year Est. Return

Massachusetts Financial Services's HCC Position: Q4 2024 in Review

Massachusetts Financial Services sold out of Warrior Met Coal (HCC) in Q4 2024, closing a stake of 11,648 shares — an estimated $744K sold.

Massachusetts Financial Services first reported a position in HCC in Q3 2017 and held it in 12 quarters. The position peaked at $1.81M in Q1 2019. 272 funds tracked by Wall St. Rank hold HCC as of Q4 2024.

  • Massachusetts Financial Services reported no remaining Warrior Met Coal position as of Q4 2024 after selling out during the quarter.
  • Massachusetts Financial Services sold 11,648 Warrior Met Coal shares in Q4 2024, an estimated $744K.
  • Massachusetts Financial Services first reported a position in Warrior Met Coal in Q3 2017 and held it in 12 quarters.
  • Massachusetts Financial Services's Warrior Met Coal position peaked at $1.81M in Q1 2019.
  • 272 funds tracked by Wall St. Rank held Warrior Met Coal as of Q4 2024.

Based on Massachusetts Financial Services's 13F filing for Q4 2024, filed 12 Feb 2025.