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Capital Performance Advisors’s NACCO Industries NC Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-13
Closed -$369 – 1752
2024
Q3 		$369 Buy
+13
New +$367 ﹤0.01% 2385

Other funds holding NC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital Performance Advisors's NC Position: Q4 2024 in Review

Capital Performance Advisors sold out of NACCO Industries (NC) in Q4 2024, closing a stake of 13 shares — an estimated $369 sold.

Capital Performance Advisors first reported a position in NC in Q3 2024 and held it in 1 quarter. The position peaked at $369 in Q3 2024. 63 funds tracked by Wall St. Rank hold NC as of Q4 2024.

  • Capital Performance Advisors reported no remaining NACCO Industries position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 13 NACCO Industries shares in Q4 2024, an estimated $369.
  • Capital Performance Advisors first reported a position in NACCO Industries in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's NACCO Industries position peaked at $369 in Q3 2024.
  • 63 funds tracked by Wall St. Rank held NACCO Industries as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.