OPS
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Orion Portfolio Solutions’s Warrior Met Coal HCC Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-4
Closed – – 1101
2020
Q2 		$0 Sell
4
-150
-97% -$2.04K ﹤0.01% 2297
2020
Q1 		$2K Buy
+154
New +$2.78K ﹤0.01% 1573

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WCA
Waratah Capital Advisors Toronto, Ontario, Canada $2.63B AUM 76.33% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return

Orion Portfolio Solutions's HCC Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Warrior Met Coal (HCC) in Q3 2020, closing a stake of 4 shares.

Orion Portfolio Solutions first reported a position in HCC in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 151 funds tracked by Wall St. Rank hold HCC as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Warrior Met Coal position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 4 Warrior Met Coal shares in Q3 2020.
  • Orion Portfolio Solutions first reported a position in Warrior Met Coal in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's Warrior Met Coal position peaked at $2K in Q1 2020.
  • 151 funds tracked by Wall St. Rank held Warrior Met Coal as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.