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RWM
Ritholtz Wealth Management’s
SunCoke Energy
SXC
Stock Holding History
Ritholtz Wealth Management’s Portfolio
SXC Stock Details
SXC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-14,645
Closed
-$105K
–
1269
2025
Q4
$105K
Sell
14,645
-45,333
-76%
-$334K
﹤0.01%
1096
2025
Q3
$489K
Sell
59,978
-43,369
-42%
-$346K
0.01%
687
2025
Q2
$888K
Sell
103,347
-26,864
-21%
-$233K
0.02%
481
2025
Q1
$1.2M
Buy
130,211
+70,749
+119%
+$679K
0.04%
358
2024
Q4
$636K
Buy
59,462
+12,075
+25%
+$129K
0.02%
488
2024
Q3
$411K
Sell
47,387
-28,205
-37%
-$261K
0.01%
620
2024
Q2
$741K
Sell
75,592
-24,311
-24%
-$251K
0.02%
425
2024
Q1
$1.13M
Buy
99,903
+52,300
+110%
+$565K
0.04%
328
2023
Q4
$511K
Buy
47,603
+20,032
+73%
+$191K
0.02%
487
2023
Q3
$280K
Buy
27,571
+13,577
+97%
+$123K
0.01%
562
2023
Q2
$110K
Buy
+13,994
New
+$110K
0.01%
650
Other funds holding SXC
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30.48%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Balyasny Asset Management
Chicago, Illinois
$50.9B AUM
42.89%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
GJL
Gendell Jeffrey L
$7.34B AUM
183.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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