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USA Financial Formulas’s SunCoke Energy SXC Stock Holding History

USA Financial Formulas’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
2024
Q2 		– Sell
-2,297
Closed -$25.9K – 379
2024
Q1 		$25.9K Buy
+2,297
New +$24.8K ﹤0.01% 258
2022
Q3 		– Sell
-3,326
Closed -$23K – 413
2022
Q2 		$23K Buy
+3,326
New +$26.8K 0.03% 131
2017
Q1 		– Sell
-21,225
Closed -$241K – 335
2016
Q4 		$241K Buy
+21,225
New +$226K 0.06% 228

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

USA Financial Formulas's SXC Position: Q2 2024 in Review

USA Financial Formulas sold out of SunCoke Energy (SXC) in Q2 2024, closing a stake of 2,297 shares — an estimated $25.9K sold.

USA Financial Formulas first reported a position in SXC in Q4 2016 and held it in 3 quarters. The position peaked at $241K in Q4 2016. 218 funds tracked by Wall St. Rank hold SXC as of Q2 2024.

  • USA Financial Formulas reported no remaining SunCoke Energy position as of Q2 2024 after selling out during the quarter.
  • USA Financial Formulas sold 2,297 SunCoke Energy shares in Q2 2024, an estimated $25.9K.
  • USA Financial Formulas first reported a position in SunCoke Energy in Q4 2016 and held it in 3 quarters.
  • USA Financial Formulas's SunCoke Energy position peaked at $241K in Q4 2016.
  • 218 funds tracked by Wall St. Rank held SunCoke Energy as of Q2 2024.

Based on USA Financial Formulas's 13F filing for Q2 2024, filed 12 Jul 2024.