KCM
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Kennedy Capital Management’s NACCO Industries NC Stock Holding History

Kennedy Capital Management’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
2019
Q2 		– Sell
-26,333
Closed -$1.01M – 716
2019
Q1 		$1.01M Sell
26,333
-9,150
-26% -$334K 0.02% 616
2018
Q4 		$1.2M Buy
35,483
+200
+0.6% +$6.6K 0.03% 594
2018
Q3 		$1.16M Buy
+35,283
New +$1.2M 0.02% 632

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kennedy Capital Management's NC Position: Q2 2019 in Review

Kennedy Capital Management sold out of NACCO Industries (NC) in Q2 2019, closing a stake of 26,333 shares — an estimated $1.01M sold.

Kennedy Capital Management first reported a position in NC in Q3 2018 and held it in 3 quarters. The position peaked at $1.2M in Q4 2018. 73 funds tracked by Wall St. Rank hold NC as of Q2 2019.

  • Kennedy Capital Management reported no remaining NACCO Industries position as of Q2 2019 after selling out during the quarter.
  • Kennedy Capital Management sold 26,333 NACCO Industries shares in Q2 2019, an estimated $1.01M.
  • Kennedy Capital Management first reported a position in NACCO Industries in Q3 2018 and held it in 3 quarters.
  • Kennedy Capital Management's NACCO Industries position peaked at $1.2M in Q4 2018.
  • 73 funds tracked by Wall St. Rank held NACCO Industries as of Q2 2019.

Based on Kennedy Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.