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Financial Management Professionals’s NLI Holdings NL Stock Holding History

Financial Management Professionals’s Portfolio NL Stock Details NL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-315
Closed -$2K – 995
2023
Q2 		$2K Hold
315
– – ﹤0.01% 752
2023
Q1 		$2K Hold
315
– – ﹤0.01% 808
2022
Q4 		$2K Hold
315
– – ﹤0.01% 751
2022
Q3 		$2K Buy
+315
New +$2.79K ﹤0.01% 755

Other funds holding NL

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
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Management Professionals's NL Position: Q3 2023 in Review

Financial Management Professionals sold out of NLI Holdings (NL) in Q3 2023, closing a stake of 315 shares — an estimated $2K sold.

Financial Management Professionals first reported a position in NL in Q3 2022 and held it in 4 quarters. The position peaked at $2K in Q2 2023. 55 funds tracked by Wall St. Rank hold NL as of Q3 2023.

  • Financial Management Professionals reported no remaining NLI Holdings position as of Q3 2023 after selling out during the quarter.
  • Financial Management Professionals sold 315 NLI Holdings shares in Q3 2023, an estimated $2K.
  • Financial Management Professionals first reported a position in NLI Holdings in Q3 2022 and held it in 4 quarters.
  • Financial Management Professionals's NLI Holdings position peaked at $2K in Q2 2023.
  • 55 funds tracked by Wall St. Rank held NLI Holdings as of Q3 2023.

Based on Financial Management Professionals's 13F filing for Q3 2023, filed 13 Oct 2023.