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Schubert & Co’s Peabody Energy BTU Stock Holding History

Schubert & 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
Q2 		– Sell
-46
Closed -$1.18K – 255
2023
Q1 		$1.18K Sell
46
-19
-29% -$505 ﹤0.01% 1131
2022
Q4 		$1.72K Buy
65
+10
+18% +$275 ﹤0.01% 947
2022
Q3 		$1K Buy
55
+20
+57% +$449 ﹤0.01% 1026
2022
Q2 		$1K Buy
+35
New +$859 ﹤0.01% 1015

Other funds holding BTU

EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
P3I
Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Schubert & Co's BTU Position: Q2 2023 in Review

Schubert & Co sold out of Peabody Energy (BTU) in Q2 2023, closing a stake of 46 shares — an estimated $1.18K sold.

Schubert & Co first reported a position in BTU in Q2 2022 and held it in 4 quarters. The position peaked at $1.72K in Q4 2022. 259 funds tracked by Wall St. Rank hold BTU as of Q2 2023.

  • Schubert & Co reported no remaining Peabody Energy position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 46 Peabody Energy shares in Q2 2023, an estimated $1.18K.
  • Schubert & Co first reported a position in Peabody Energy in Q2 2022 and held it in 4 quarters.
  • Schubert & Co's Peabody Energy position peaked at $1.72K in Q4 2022.
  • 259 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.