Column Capital Advisors’s NACCO Industries NC Stock Holding History

Column Capital 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
2023 Q3	$561	Sell	16 -1	-6%	-$34	﹤0.01%	746
2023 Q2	$589	Sell	17 -2	-11%	-$68	﹤0.01%	770
2023 Q1	$685	Hold	19	–	–	﹤0.01%	788
2022 Q4	$722	Hold	19	–	–	﹤0.01%	777
2022 Q3	$1K	Hold	19	–	–	﹤0.01%	690
2022 Q2	$1K	Hold	19	–	–	﹤0.01%	692
2022 Q1	$1K	Hold	19	–	–	﹤0.01%	696
2021 Q4	$1K	Hold	19	–	–	﹤0.01%	737
2021 Q3	$1K	Hold	19	–	–	﹤0.01%	689
2021 Q2	$0	Hold	19	–	–	﹤0.01%	732
2021 Q1	$0	Hold	19	–	–	﹤0.01%	732
2020 Q4	$0	Hold	19	–	–	﹤0.01%	729
2020 Q3	$0	Hold	19	–	–	﹤0.01%	801
2020 Q2	$0	Hold	19	–	–	﹤0.01%	885
2020 Q1	$1K	Hold	19	–	–	﹤0.01%	646
2019 Q4	$0	Buy	+19	New	+$1.01K	﹤0.01%	745

Other funds holding NC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CFMC

Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Column Capital Advisors's NC Position: Q3 2023 in Review

Column Capital Advisors reduced its NACCO Industries (NC) stake by 5.9% in Q3 2023, selling an estimated $34 and leaving 16 shares worth $561. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Column Capital Advisors first reported a position in NC in Q4 2019 and has held it in 16 quarters since. The position peaked at $1K in Q3 2022. 65 funds tracked by Wall St. Rank hold NC as of Q3 2023.

Column Capital Advisors held 16 shares of NACCO Industries worth $561 as of Q3 2023.
Column Capital Advisors sold 1 NACCO Industries share in Q3 2023, an estimated $34.
NACCO Industries made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #746 holding.
Column Capital Advisors first reported a position in NACCO Industries in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's NACCO Industries position peaked at $1K in Q3 2022.
65 funds tracked by Wall St. Rank held NACCO Industries as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.