Janney Montgomery Scott
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Janney Montgomery Scott’s NACCO Industries NC Stock Holding History

Janney Montgomery Scott’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
Q3 		– Sell
-10,220
Closed -$283K – 2790
2024
Q2 		$283K Buy
10,220
+1,500
+17% +$45.6K ﹤0.01% 2242
2024
Q1 		$263K Hold
8,720
– – ﹤0.01% 2419
2023
Q4 		$318K Hold
8,720
– – ﹤0.01% 2180
2023
Q3 		$306K Sell
8,720
-5,767
-40% -$196K ﹤0.01% 2123
2023
Q2 		$502K Sell
14,487
-2,312
-14% -$79K ﹤0.01% 1859
2023
Q1 		$606K Buy
16,799
+5,400
+47% +$202K ﹤0.01% 1604
2022
Q4 		$433K Sell
11,399
-2,625
-19% -$123K ﹤0.01% 1869
2022
Q3 		$660K Buy
+14,024
New +$612K ﹤0.01% 1518

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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 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
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Janney Montgomery Scott's NC Position: Q3 2024 in Review

Janney Montgomery Scott sold out of NACCO Industries (NC) in Q3 2024, closing a stake of 10,220 shares — an estimated $283K sold.

Janney Montgomery Scott first reported a position in NC in Q3 2022 and held it in 8 quarters. The position peaked at $660K in Q3 2022. 62 funds tracked by Wall St. Rank hold NC as of Q3 2024.

  • Janney Montgomery Scott reported no remaining NACCO Industries position as of Q3 2024 after selling out during the quarter.
  • Janney Montgomery Scott sold 10,220 NACCO Industries shares in Q3 2024, an estimated $283K.
  • Janney Montgomery Scott first reported a position in NACCO Industries in Q3 2022 and held it in 8 quarters.
  • Janney Montgomery Scott's NACCO Industries position peaked at $660K in Q3 2022.
  • 62 funds tracked by Wall St. Rank held NACCO Industries as of Q3 2024.

Based on Janney Montgomery Scott's 13F filing for Q3 2024, filed 29 Oct 2024.