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Farmers & Merchants Investments Inc’s NACCO Industries NC Stock Holding History

Farmers & Merchants Investments Inc’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
2021
Q3 		– Sell
-400
Closed -$10K – 1043
2021
Q2 		$10K Hold
400
– – ﹤0.01% 658
2021
Q1 		$10K Hold
400
– – ﹤0.01% 627
2020
Q4 		$11K Hold
400
– – ﹤0.01% 577
2020
Q3 		$7K Hold
400
– – ﹤0.01% 652
2020
Q2 		$9K Hold
400
– – ﹤0.01% 572
2020
Q1 		$11K Hold
400
– – ﹤0.01% 478
2019
Q4 		$19K Buy
+400
New +$21.2K ﹤0.01% 450

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 $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Farmers & Merchants Investments Inc's NC Position: Q3 2021 in Review

Farmers & Merchants Investments Inc sold out of NACCO Industries (NC) in Q3 2021, closing a stake of 400 shares — an estimated $10K sold.

Farmers & Merchants Investments Inc first reported a position in NC in Q4 2019 and held it in 7 quarters. The position peaked at $19K in Q4 2019. 44 funds tracked by Wall St. Rank hold NC as of Q3 2021.

  • Farmers & Merchants Investments Inc reported no remaining NACCO Industries position as of Q3 2021 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 400 NACCO Industries shares in Q3 2021, an estimated $10K.
  • Farmers & Merchants Investments Inc first reported a position in NACCO Industries in Q4 2019 and held it in 7 quarters.
  • Farmers & Merchants Investments Inc's NACCO Industries position peaked at $19K in Q4 2019.
  • 44 funds tracked by Wall St. Rank held NACCO Industries as of Q3 2021.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2021, filed 21 Oct 2021.