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Morningstar Investment Services’s Peabody Energy BTU Stock Holding History

Morningstar Investment Services’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
2020
Q3 		– Sell
-155,431
Closed -$460K – 206
2020
Q2 		$460K Buy
+155,431
New +$513K 0.01% 162

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Susquehanna International Group
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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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Morningstar Investment Services's BTU Position: Q3 2020 in Review

Morningstar Investment Services sold out of Peabody Energy (BTU) in Q3 2020, closing a stake of 155,431 shares — an estimated $460K sold.

Morningstar Investment Services first reported a position in BTU in Q2 2020 and held it in 1 quarter. The position peaked at $460K in Q2 2020. 120 funds tracked by Wall St. Rank hold BTU as of Q3 2020.

  • Morningstar Investment Services reported no remaining Peabody Energy position as of Q3 2020 after selling out during the quarter.
  • Morningstar Investment Services sold 155,431 Peabody Energy shares in Q3 2020, an estimated $460K.
  • Morningstar Investment Services first reported a position in Peabody Energy in Q2 2020 and held it in 1 quarter.
  • Morningstar Investment Services's Peabody Energy position peaked at $460K in Q2 2020.
  • 120 funds tracked by Wall St. Rank held Peabody Energy as of Q3 2020.

Based on Morningstar Investment Services's 13F filing for Q3 2020, filed 10 Nov 2020.