Ritholtz Wealth Management’s SunCoke Energy SXC Stock Holding History

Ritholtz Wealth 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 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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

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

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

GJL

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

Ritholtz Wealth Management's SXC Position: Q1 2026 in Review

Ritholtz Wealth Management sold out of SunCoke Energy (SXC) in Q1 2026, closing a stake of 14,645 shares — an estimated $105K sold.

Ritholtz Wealth Management first reported a position in SXC in Q2 2023 and held it in 11 quarters. The position peaked at $1.2M in Q1 2025. 216 funds tracked by Wall St. Rank hold SXC as of Q1 2026.

Ritholtz Wealth Management reported no remaining SunCoke Energy position as of Q1 2026 after selling out during the quarter.
Ritholtz Wealth Management sold 14,645 SunCoke Energy shares in Q1 2026, an estimated $105K.
Ritholtz Wealth Management first reported a position in SunCoke Energy in Q2 2023 and held it in 11 quarters.
Ritholtz Wealth Management's SunCoke Energy position peaked at $1.2M in Q1 2025.
216 funds tracked by Wall St. Rank held SunCoke Energy as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.