Oppenheimer & Co’s Peabody Energy BTU Stock Holding History

Oppenheimer & Co’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	-31,554	Closed	-$820K	–	1395
2023 Q3	$820K	Buy	+31,554	New	+$706K	0.02%	737

Other funds holding BTU

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Oppenheimer & Co's BTU Position: Q4 2023 in Review

Oppenheimer & Co sold out of Peabody Energy (BTU) in Q4 2023, closing a stake of 31,554 shares — an estimated $820K sold.

Oppenheimer & Co first reported a position in BTU in Q3 2023 and held it in 1 quarter. The position peaked at $820K in Q3 2023. 285 funds tracked by Wall St. Rank hold BTU as of Q4 2023.

Oppenheimer & Co reported no remaining Peabody Energy position as of Q4 2023 after selling out during the quarter.
Oppenheimer & Co sold 31,554 Peabody Energy shares in Q4 2023, an estimated $820K.
Oppenheimer & Co first reported a position in Peabody Energy in Q3 2023 and held it in 1 quarter.
Oppenheimer & Co's Peabody Energy position peaked at $820K in Q3 2023.
285 funds tracked by Wall St. Rank held Peabody Energy as of Q4 2023.

Based on Oppenheimer & Co's 13F filing for Q4 2023, filed 13 Feb 2024.