Stifel Financial
HCC icon

Stifel Financial’s Warrior Met Coal HCC Stock Holding History

Stifel Financial’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
2023
Q1 		– Sell
-25,247
Closed -$875K – 3367
2022
Q4 		$875K Buy
25,247
+3,657
+17% +$129K ﹤0.01% 2097
2022
Q3 		$614K Buy
21,590
+4,892
+29% +$150K ﹤0.01% 2308
2022
Q2 		$511K Sell
16,698
-299
-2% -$10.4K ﹤0.01% 2452
2022
Q1 		$631K Sell
16,997
-6,001
-26% -$192K ﹤0.01% 2448
2021
Q4 		$591K Buy
22,998
+3,639
+19% +$87.5K ﹤0.01% 2500
2021
Q3 		$450K Buy
19,359
+5,121
+36% +$104K ﹤0.01% 2634
2021
Q2 		$245K Buy
+14,238
New +$248K ﹤0.01% 3025
2020
Q3 		– Sell
-26,206
Closed -$403K – 2921
2020
Q2 		$403K Buy
26,206
+3,292
+14% +$44.9K ﹤0.01% 2180
2020
Q1 		$243K Buy
22,914
+8,316
+57% +$150K ﹤0.01% 2334
2019
Q4 		$309K Sell
14,598
-2,279
-14% -$46.5K ﹤0.01% 2519
2019
Q3 		$329K Buy
16,877
+3,093
+22% +$69.2K ﹤0.01% 2396
2019
Q2 		$362K Sell
13,784
-611
-4% -$17.4K ﹤0.01% 2389
2019
Q1 		$436K Buy
+14,395
New +$394K ﹤0.01% 2148
2018
Q2 		– Sell
-38,943
Closed -$1.09M – 2746
2018
Q1 		$1.09M Sell
38,943
-41,129
-51% -$1.19M ﹤0.01% 1512
2017
Q4 		$2.01M Sell
80,072
-12,761
-14% -$320K 0.01% 1142
2017
Q3 		$2.19M Buy
+92,833
New +$2.13M 0.01% 1071

Other funds holding HCC

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
KL
KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LC
L1 Capital Melbourne VIC 3000, Australia $2.55B AUM 80.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TAM
Third Avenue Management New York $616M AUM 45.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Stifel Financial's HCC Position: Q1 2023 in Review

Stifel Financial sold out of Warrior Met Coal (HCC) in Q1 2023, closing a stake of 25,247 shares — an estimated $875K sold.

Stifel Financial first reported a position in HCC in Q3 2017 and held it in 16 quarters. The position peaked at $2.19M in Q3 2017. 228 funds tracked by Wall St. Rank hold HCC as of Q1 2023.

  • Stifel Financial reported no remaining Warrior Met Coal position as of Q1 2023 after selling out during the quarter.
  • Stifel Financial sold 25,247 Warrior Met Coal shares in Q1 2023, an estimated $875K.
  • Stifel Financial first reported a position in Warrior Met Coal in Q3 2017 and held it in 16 quarters.
  • Stifel Financial's Warrior Met Coal position peaked at $2.19M in Q3 2017.
  • 228 funds tracked by Wall St. Rank held Warrior Met Coal as of Q1 2023.

Based on Stifel Financial's 13F filing for Q1 2023, filed 12 May 2023.