CT
NUS icon

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 $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return