KBC Group’s NACCO Industries NC Stock Holding History

KBC Group’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
2020 Q1	–	Sell	-687	Closed	-$32K	–	1385
2019 Q4	$32K	Hold	687	–	–	﹤0.01%	1440
2019 Q3	$44K	Hold	687	–	–	﹤0.01%	1390
2019 Q2	$36K	Buy	+687	New	+$32.1K	﹤0.01%	1380
2016 Q1	–	Sell	-6,758	Closed	-$65K	–	1282
2015 Q4	$65K	Hold	6,758	–	–	﹤0.01%	1156
2015 Q3	$73K	Sell	6,758 -3,760	-36%	-$46.3K	﹤0.01%	1172
2015 Q2	$146K	Hold	10,518	–	–	﹤0.01%	1179
2015 Q1	$127K	Hold	10,518	–	–	﹤0.01%	1196
2014 Q4	$143K	Buy	+10,518	New	+$135K	﹤0.01%	1274
2014 Q3	–	Sell	-3,467	Closed	-$40K	–	1321
2014 Q2	$40K	Hold	3,467	–	–	﹤0.01%	1284
2014 Q1	$43K	Sell	3,467 -7,117	-67%	-$93.4K	﹤0.01%	1222
2013 Q4	$150K	Buy	+10,584	New	+$143K	﹤0.01%	1065

Other funds holding NC

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KBC Group's NC Position: Q1 2020 in Review

KBC Group sold out of NACCO Industries (NC) in Q1 2020, closing a stake of 687 shares — an estimated $32K sold.

KBC Group first reported a position in NC in Q4 2013 and held it in 11 quarters. The position peaked at $150K in Q4 2013. 60 funds tracked by Wall St. Rank hold NC as of Q1 2020.

KBC Group reported no remaining NACCO Industries position as of Q1 2020 after selling out during the quarter.
KBC Group sold 687 NACCO Industries shares in Q1 2020, an estimated $32K.
KBC Group first reported a position in NACCO Industries in Q4 2013 and held it in 11 quarters.
KBC Group's NACCO Industries position peaked at $150K in Q4 2013.
60 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2020.

Based on KBC Group's 13F filing for Q1 2020, filed 4 May 2020.