O'Shaughnessy Asset Management’s SunCoke Energy SXC Stock Holding History

O'Shaughnessy Asset Management’s Portfolio SXC Stock Details SXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.83M	Sell	352,048 -60,702	-15%	-$469K	0.01%	757
2026 Q1	$2.69M	Sell	412,750 -187,725	-31%	-$1.33M	0.01%	745
2025 Q4	$4.32M	Sell	600,475 -55,111	-8%	-$406K	0.02%	556
2025 Q3	$5.35M	Buy	655,586 +167,212	+34%	+$1.33M	0.03%	496
2025 Q2	$4.2M	Buy	488,374 +78,047	+19%	+$677K	0.03%	522
2025 Q1	$3.78M	Buy	410,327 +77,582	+23%	+$745K	0.03%	502
2024 Q4	$3.56M	Sell	332,745 -54,204	-14%	-$581K	0.03%	498
2024 Q3	$3.39M	Sell	386,949 -37,429	-9%	-$346K	0.03%	496
2024 Q2	$4.16M	Sell	424,378 -28,709	-6%	-$297K	0.04%	404
2024 Q1	$5.11M	Buy	453,087 +152,002	+50%	+$1.64M	0.06%	350
2023 Q4	$3.23M	Buy	301,085 +101,725	+51%	+$970K	0.04%	410
2023 Q3	$2.02M	Buy	199,360 +80,358	+68%	+$727K	0.03%	482
2023 Q2	$937K	Buy	119,002 +77,406	+186%	+$608K	0.01%	671
2023 Q1	$374K	Buy	41,596 +27,910	+204%	+$255K	0.01%	971
2022 Q4	$118K	Buy	13,686 +2,328	+20%	+$18K	﹤0.01%	1178
2022 Q3	$66K	Sell	11,358 -94,147	-89%	-$632K	﹤0.01%	1201
2022 Q2	$718K	Sell	105,505 -65,289	-38%	-$526K	0.01%	598
2022 Q1	$1.52M	Buy	170,794 +11,712	+7%	+$92.2K	0.03%	450
2021 Q4	$1.05M	Sell	159,082 -24,347	-13%	-$161K	0.02%	495
2021 Q3	$1.15M	Buy	183,429 +108,739	+146%	+$747K	0.02%	436
2021 Q2	$533K	Buy	74,690 +63,469	+566%	+$452K	0.01%	636
2021 Q1	$79K	Buy	11,221 +5,703	+103%	+$35.2K	﹤0.01%	1288
2020 Q4	$24K	Buy	+5,518	New	+$23.1K	﹤0.01%	1383
2019 Q2	–	Sell	-40,681	Closed	-$345K	–	1206
2019 Q1	$345K	Buy	40,681 +12,229	+43%	+$119K	0.01%	430
2018 Q4	$243K	Sell	28,452 -4,357	-13%	-$44.6K	0.01%	463
2018 Q3	$381K	Buy	32,809 +3,076	+10%	+$36.6K	0.01%	411
2018 Q2	$398K	Buy	29,733 +26,824	+922%	+$333K	0.01%	386
2018 Q1	$31K	Buy	+2,909	New	+$33K	﹤0.01%	746

Other funds holding SXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

O'Shaughnessy Asset Management's SXC Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its SunCoke Energy (SXC) stake by 15% in Q2 2026, selling an estimated $469K and leaving 352,048 shares worth $2.83M. The position accounts for 0.01% of the portfolio, ranked #757.

O'Shaughnessy Asset Management first reported a position in SXC in Q1 2018 and has held it in 28 quarters since. The position peaked at $5.35M in Q3 2025. 235 funds tracked by Wall St. Rank hold SXC as of Q2 2026.

O'Shaughnessy Asset Management held 352,048 shares of SunCoke Energy worth $2.83M as of Q2 2026.
O'Shaughnessy Asset Management sold 60,702 SunCoke Energy shares in Q2 2026, an estimated $469K.
SunCoke Energy made up 0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #757 holding.
O'Shaughnessy Asset Management first reported a position in SunCoke Energy in Q1 2018 and has held it in 28 quarters since.
O'Shaughnessy Asset Management's SunCoke Energy position peaked at $5.35M in Q3 2025.
235 funds tracked by Wall St. Rank held SunCoke Energy as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.