SAM
SXC icon

Synergy Asset Management’s SunCoke Energy SXC Stock Holding History

Synergy Asset 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
2023
Q4 		– Sell
-20,236
Closed -$205K – 173
2023
Q3 		$205K Buy
+20,236
New +$183K 0.04% 126

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

Synergy Asset Management's SXC Position: Q4 2023 in Review

Synergy Asset Management sold out of SunCoke Energy (SXC) in Q4 2023, closing a stake of 20,236 shares — an estimated $205K sold.

Synergy Asset Management first reported a position in SXC in Q3 2023 and held it in 1 quarter. The position peaked at $205K in Q3 2023. 216 funds tracked by Wall St. Rank hold SXC as of Q4 2023.

  • Synergy Asset Management reported no remaining SunCoke Energy position as of Q4 2023 after selling out during the quarter.
  • Synergy Asset Management sold 20,236 SunCoke Energy shares in Q4 2023, an estimated $205K.
  • Synergy Asset Management first reported a position in SunCoke Energy in Q3 2023 and held it in 1 quarter.
  • Synergy Asset Management's SunCoke Energy position peaked at $205K in Q3 2023.
  • 216 funds tracked by Wall St. Rank held SunCoke Energy as of Q4 2023.

Based on Synergy Asset Management's 13F filing for Q4 2023, filed 19 Jan 2024.