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Caldwell Trust’s Nu Skin NUS Stock Holding History

Caldwell Trust’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
2021
Q1 		– Sell
-488
Closed -$26.7K – 723
2020
Q4 		$26.7K Hold
488
– – ﹤0.01% 501
2020
Q3 		$24.4K Sell
488
-37
-7% -$1.75K ﹤0.01% 506
2020
Q2 		$20.1K Hold
525
– – ﹤0.01% 545
2020
Q1 		$11.5K Hold
525
– – ﹤0.01% 615
2019
Q4 		$21.5K Buy
+525
New +$21.4K ﹤0.01% 579

Other funds holding NUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Caldwell Trust's NUS Position: Q1 2021 in Review

Caldwell Trust sold out of Nu Skin (NUS) in Q1 2021, closing a stake of 488 shares — an estimated $26.7K sold.

Caldwell Trust first reported a position in NUS in Q4 2019 and held it in 5 quarters. The position peaked at $26.7K in Q4 2020. 276 funds tracked by Wall St. Rank hold NUS as of Q1 2021.

  • Caldwell Trust reported no remaining Nu Skin position as of Q1 2021 after selling out during the quarter.
  • Caldwell Trust sold 488 Nu Skin shares in Q1 2021, an estimated $26.7K.
  • Caldwell Trust first reported a position in Nu Skin in Q4 2019 and held it in 5 quarters.
  • Caldwell Trust's Nu Skin position peaked at $26.7K in Q4 2020.
  • 276 funds tracked by Wall St. Rank held Nu Skin as of Q1 2021.

Based on Caldwell Trust's 13F filing for Q1 2021, filed 2 Oct 2025.