CCA
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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% 733
2021
Q1 		$0 Hold
19
– – ﹤0.01% 733
2020
Q4 		$0 Hold
19
– – ﹤0.01% 731
2020
Q3 		$0 Hold
19
– – ﹤0.01% 802
2020
Q2 		$0 Hold
19
– – ﹤0.01% 890
2020
Q1 		$1K Hold
19
– – ﹤0.01% 646
2019
Q4 		$0 Buy
+19
New +$1.01K ﹤0.01% 746

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
BlackRock
BlackRock New York $5.7T 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
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return