ZIM
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Zacks Investment Management’s SunCoke Energy SXC Stock Holding History

Zacks Investment 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
-35,271
Closed -$358K – 675
2023
Q3 		$358K Buy
35,271
+90
+0.3% +$814 ﹤0.01% 487
2023
Q2 		$277K Buy
+35,181
New +$276K ﹤0.01% 543
2019
Q3 		– Sell
-42,803
Closed -$380K – 578
2019
Q2 		$380K Sell
42,803
-26,682
-38% -$220K 0.01% 473
2019
Q1 		$590K Sell
69,485
-5,114
-7% -$49.7K 0.01% 443
2018
Q4 		$638K Sell
74,599
-5,720
-7% -$58.6K 0.02% 414
2018
Q3 		$933K Sell
80,319
-121,901
-60% -$1.45M 0.02% 404
2018
Q2 		$2.71M Buy
202,220
+11,703
+6% +$145K 0.06% 222
2018
Q1 		$2.05M Buy
190,517
+73,705
+63% +$837K 0.05% 258
2017
Q4 		$1.4M Buy
116,812
+5,471
+5% +$59K 0.03% 330
2017
Q3 		$1.02M Buy
111,341
+4,366
+4% +$41K 0.02% 372
2017
Q2 		$1.17M Buy
106,975
+733
+0.7% +$6.71K 0.03% 333
2017
Q1 		$952K Sell
106,242
-77,676
-42% -$760K 0.02% 374
2016
Q4 		$2.09M Sell
183,918
-82,284
-31% -$874K 0.06% 210
2016
Q3 		$2.13M Buy
266,202
+108,233
+69% +$759K 0.06% 194
2016
Q2 		$919K Buy
157,969
+33,180
+27% +$209K 0.03% 339
2016
Q1 		$811K Buy
+124,789
New +$530K 0.03% 361
2015
Q2 		– Sell
-25,688
Closed -$384K – 724
2015
Q1 		$384K Buy
25,688
+7,955
+45% +$136K 0.01% 466
2014
Q4 		$343K Buy
+17,733
New +$372K 0.01% 476

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

Zacks Investment Management's SXC Position: Q4 2023 in Review

Zacks Investment Management sold out of SunCoke Energy (SXC) in Q4 2023, closing a stake of 35,271 shares — an estimated $358K sold.

Zacks Investment Management first reported a position in SXC in Q4 2014 and held it in 18 quarters. The position peaked at $2.71M in Q2 2018. 216 funds tracked by Wall St. Rank hold SXC as of Q4 2023.

  • Zacks Investment Management reported no remaining SunCoke Energy position as of Q4 2023 after selling out during the quarter.
  • Zacks Investment Management sold 35,271 SunCoke Energy shares in Q4 2023, an estimated $358K.
  • Zacks Investment Management first reported a position in SunCoke Energy in Q4 2014 and held it in 18 quarters.
  • Zacks Investment Management's SunCoke Energy position peaked at $2.71M in Q2 2018.
  • 216 funds tracked by Wall St. Rank held SunCoke Energy as of Q4 2023.

Based on Zacks Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.