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Meritage Portfolio Management’s Nu Skin NUS Stock Holding History

Meritage Portfolio Management’s Portfolio NUS Stock Details NUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,992
Closed -$210K – 332
2022
Q4 		$210K Buy
+4,992
New +$192K 0.02% 298
2022
Q3 		– Sell
-4,802
Closed -$208K – 326
2022
Q2 		$208K Sell
4,802
-1
-0% -$46 0.02% 293
2022
Q1 		$230K Buy
4,803
+492
+11% +$24.4K 0.01% 310
2021
Q4 		$219K Buy
+4,311
New +$192K 0.01% 311

Other funds holding NUS

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Meritage Portfolio Management's NUS Position: Q1 2023 in Review

Meritage Portfolio Management sold out of Nu Skin (NUS) in Q1 2023, closing a stake of 4,992 shares — an estimated $210K sold.

Meritage Portfolio Management first reported a position in NUS in Q4 2021 and held it in 4 quarters. The position peaked at $230K in Q1 2022. 204 funds tracked by Wall St. Rank hold NUS as of Q1 2023.

  • Meritage Portfolio Management reported no remaining Nu Skin position as of Q1 2023 after selling out during the quarter.
  • Meritage Portfolio Management sold 4,992 Nu Skin shares in Q1 2023, an estimated $210K.
  • Meritage Portfolio Management first reported a position in Nu Skin in Q4 2021 and held it in 4 quarters.
  • Meritage Portfolio Management's Nu Skin position peaked at $230K in Q1 2022.
  • 204 funds tracked by Wall St. Rank held Nu Skin as of Q1 2023.

Based on Meritage Portfolio Management's 13F filing for Q1 2023, filed 25 Apr 2023.