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MMBG Investment Advisors’s Peabody Energy BTU Stock Holding History

MMBG Investment Advisors’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
-12,705
Closed -$330K – 158
2023
Q3 		$330K Hold
12,705
– – 0.04% 132
2023
Q2 		$265K Hold
12,705
– – 0.03% 147
2023
Q1 		$325K Buy
12,705
+4,455
+54% +$118K 0.04% 137
2022
Q4 		$218K Hold
8,250
– – 0.03% 157
2022
Q3 		$205K Buy
+8,250
New +$185K 0.03% 155

Other funds holding BTU

EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MMBG Investment Advisors's BTU Position: Q4 2023 in Review

MMBG Investment Advisors sold out of Peabody Energy (BTU) in Q4 2023, closing a stake of 12,705 shares — an estimated $330K sold.

MMBG Investment Advisors first reported a position in BTU in Q3 2022 and held it in 5 quarters. The position peaked at $330K in Q3 2023. 285 funds tracked by Wall St. Rank hold BTU as of Q4 2023.

  • MMBG Investment Advisors reported no remaining Peabody Energy position as of Q4 2023 after selling out during the quarter.
  • MMBG Investment Advisors sold 12,705 Peabody Energy shares in Q4 2023, an estimated $330K.
  • MMBG Investment Advisors first reported a position in Peabody Energy in Q3 2022 and held it in 5 quarters.
  • MMBG Investment Advisors's Peabody Energy position peaked at $330K in Q3 2023.
  • 285 funds tracked by Wall St. Rank held Peabody Energy as of Q4 2023.

Based on MMBG Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.