Vest Financial’s SunCoke Energy SXC Stock Holding History

Vest Financial’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 Q3	–	Sell	-114,908	Closed	-$1.13M	–	280
2024 Q2	$1.13M	Buy	114,908 +37,534	+49%	+$388K	0.03%	151
2024 Q1	$872K	Buy	+77,374	New	+$836K	0.02%	174

Other funds holding SXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Vest Financial's SXC Position: Q3 2024 in Review

Vest Financial sold out of SunCoke Energy (SXC) in Q3 2024, closing a stake of 114,908 shares — an estimated $1.13M sold.

Vest Financial first reported a position in SXC in Q1 2024 and held it in 2 quarters. The position peaked at $1.13M in Q2 2024. 242 funds tracked by Wall St. Rank hold SXC as of Q3 2024.

Vest Financial reported no remaining SunCoke Energy position as of Q3 2024 after selling out during the quarter.
Vest Financial sold 114,908 SunCoke Energy shares in Q3 2024, an estimated $1.13M.
Vest Financial first reported a position in SunCoke Energy in Q1 2024 and held it in 2 quarters.
Vest Financial's SunCoke Energy position peaked at $1.13M in Q2 2024.
242 funds tracked by Wall St. Rank held SunCoke Energy as of Q3 2024.

Based on Vest Financial's 13F filing for Q3 2024, filed 18 Oct 2024.