Advisory Research’s Nu Skin NUS Stock Holding History

Advisory Research’s Portfolio NUS Stock Details NUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-9,453	Closed	-$314K	–	465
2023 Q2	$314K	Buy	9,453 +388	+4%	+$14.3K	0.04%	369
2023 Q1	$356K	Sell	9,065 -202	-2%	-$8.4K	0.06%	277
2022 Q4	$391K	Buy	+9,267	New	+$357K	0.04%	274

Other funds holding NUS

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advisory Research's NUS Position: Q3 2023 in Review

Advisory Research sold out of Nu Skin (NUS) in Q3 2023, closing a stake of 9,453 shares — an estimated $314K sold.

Advisory Research first reported a position in NUS in Q4 2022 and held it in 3 quarters. The position peaked at $391K in Q4 2022. 212 funds tracked by Wall St. Rank hold NUS as of Q3 2023.

Advisory Research reported no remaining Nu Skin position as of Q3 2023 after selling out during the quarter.
Advisory Research sold 9,453 Nu Skin shares in Q3 2023, an estimated $314K.
Advisory Research first reported a position in Nu Skin in Q4 2022 and held it in 3 quarters.
Advisory Research's Nu Skin position peaked at $391K in Q4 2022.
212 funds tracked by Wall St. Rank held Nu Skin as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.