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Bedel Financial Consulting’s NACCO Industries NC Stock Holding History

Bedel Financial Consulting’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
2022
Q2 		– Sell
-5
Closed – – 622
2022
Q1 		$0 Hold
5
– – ﹤0.01% 1031
2021
Q4 		$0 Buy
+5
New +$162 ﹤0.01% 1053

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
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bedel Financial Consulting's NC Position: Q2 2022 in Review

Bedel Financial Consulting sold out of NACCO Industries (NC) in Q2 2022, closing a stake of 5 shares.

Bedel Financial Consulting first reported a position in NC in Q4 2021 and held it in 2 quarters. The position peaked at $0 in Q1 2022. 62 funds tracked by Wall St. Rank hold NC as of Q2 2022.

  • Bedel Financial Consulting reported no remaining NACCO Industries position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 5 NACCO Industries shares in Q2 2022.
  • Bedel Financial Consulting first reported a position in NACCO Industries in Q4 2021 and held it in 2 quarters.
  • Bedel Financial Consulting's NACCO Industries position peaked at $0 in Q1 2022.
  • 62 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.