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Stonehage Fleming Financial Services’s SunCoke Energy SXC Stock Holding History

Stonehage Fleming Financial Services’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
2023
Q4 		– Sell
-15,000
Closed -$152K – 277
2023
Q3 		$152K Buy
+15,000
New +$136K 0.01% 162
2022
Q3 		– Sell
-15,000
Closed -$102K – 257
2022
Q2 		$102K Hold
15,000
– – ﹤0.01% 171
2022
Q1 		$133K Hold
15,000
– – ﹤0.01% 156
2021
Q4 		$98K Buy
+15,000
New +$99.4K ﹤0.01% 177

Other funds holding SXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stonehage Fleming Financial Services's SXC Position: Q4 2023 in Review

Stonehage Fleming Financial Services sold out of SunCoke Energy (SXC) in Q4 2023, closing a stake of 15,000 shares — an estimated $152K sold.

Stonehage Fleming Financial Services first reported a position in SXC in Q4 2021 and held it in 4 quarters. The position peaked at $152K in Q3 2023. 216 funds tracked by Wall St. Rank hold SXC as of Q4 2023.

  • Stonehage Fleming Financial Services reported no remaining SunCoke Energy position as of Q4 2023 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 15,000 SunCoke Energy shares in Q4 2023, an estimated $152K.
  • Stonehage Fleming Financial Services first reported a position in SunCoke Energy in Q4 2021 and held it in 4 quarters.
  • Stonehage Fleming Financial Services's SunCoke Energy position peaked at $152K in Q3 2023.
  • 216 funds tracked by Wall St. Rank held SunCoke Energy as of Q4 2023.

Based on Stonehage Fleming Financial Services's 13F filing for Q4 2023, filed 14 Feb 2024.