Vident Investment Advisory’s Peabody Energy BTU Stock Holding History

Vident Investment Advisory’s Portfolio BTU Stock Details BTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-49,222	Closed	-$1.26M	–	1199
2023 Q1	$1.26M	Sell	49,222 -4,098	-8%	-$109K	0.04%	471
2022 Q4	$1.41M	Sell	53,320 -113,889	-68%	-$3.13M	0.05%	399
2022 Q3	$4.15M	Buy	+167,209	New	+$3.75M	0.14%	189
2020 Q1	–	Sell	-60,587	Closed	-$553K	–	795
2019 Q4	$553K	Buy	+60,587	New	+$696K	0.03%	527
2019 Q2	–	Sell	-66,277	Closed	-$1.88M	–	468
2019 Q1	$1.88M	Sell	66,277 -2,360	-3%	-$74.4K	0.1%	299
2018 Q4	$2.09M	Sell	68,637 -8,321	-11%	-$279K	0.12%	237
2018 Q3	$2.74M	Sell	76,958 -14,692	-16%	-$630K	0.11%	264
2018 Q2	$4.17M	Buy	91,650 +1,160	+1%	+$47.5K	0.16%	110
2018 Q1	$3.23M	Buy	+90,490	New	+$3.6M	0.13%	203

Other funds holding BTU

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

P3I

Progeny 3 Inc Kirkland, Washington $1.87B AUM 30.4% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Vident Investment Advisory's BTU Position: Q2 2023 in Review

Vident Investment Advisory sold out of Peabody Energy (BTU) in Q2 2023, closing a stake of 49,222 shares — an estimated $1.26M sold.

Vident Investment Advisory first reported a position in BTU in Q1 2018 and held it in 9 quarters. The position peaked at $4.17M in Q2 2018. 259 funds tracked by Wall St. Rank hold BTU as of Q2 2023.

Vident Investment Advisory reported no remaining Peabody Energy position as of Q2 2023 after selling out during the quarter.
Vident Investment Advisory sold 49,222 Peabody Energy shares in Q2 2023, an estimated $1.26M.
Vident Investment Advisory first reported a position in Peabody Energy in Q1 2018 and held it in 9 quarters.
Vident Investment Advisory's Peabody Energy position peaked at $4.17M in Q2 2018.
259 funds tracked by Wall St. Rank held Peabody Energy as of Q2 2023.

Based on Vident Investment Advisory's 13F filing for Q2 2023, filed 11 Aug 2023.