AIM
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Alambic Investment Management’s NACCO Industries NC Stock Holding History

Alambic Investment Management’s Portfolio NC Stock Details NC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7,506
Closed -$352K – 245
2019
Q4 		$352K Sell
7,506
-1,700
-18% -$90.2K 0.29% 147
2019
Q3 		$588K Buy
9,206
+4,726
+105% +$247K 0.44% 87
2019
Q2 		$233K Buy
+4,480
New +$209K 0.14% 219

Other funds holding NC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alambic Investment Management's NC Position: Q1 2020 in Review

Alambic Investment Management sold out of NACCO Industries (NC) in Q1 2020, closing a stake of 7,506 shares — an estimated $352K sold.

Alambic Investment Management first reported a position in NC in Q2 2019 and held it in 3 quarters. The position peaked at $588K in Q3 2019. 60 funds tracked by Wall St. Rank hold NC as of Q1 2020.

  • Alambic Investment Management reported no remaining NACCO Industries position as of Q1 2020 after selling out during the quarter.
  • Alambic Investment Management sold 7,506 NACCO Industries shares in Q1 2020, an estimated $352K.
  • Alambic Investment Management first reported a position in NACCO Industries in Q2 2019 and held it in 3 quarters.
  • Alambic Investment Management's NACCO Industries position peaked at $588K in Q3 2019.
  • 60 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2020.

Based on Alambic Investment Management's 13F filing for Q1 2020, filed 11 May 2020.