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Navellier & Associates’s NACCO Industries NC Stock Holding History

Navellier & Associates’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
-6,571
Closed -$308K – 277
2019
Q4 		$308K Buy
+6,571
New +$349K 0.05% 233

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Navellier & Associates's NC Position: Q1 2020 in Review

Navellier & Associates sold out of NACCO Industries (NC) in Q1 2020, closing a stake of 6,571 shares — an estimated $308K sold.

Navellier & Associates first reported a position in NC in Q4 2019 and held it in 1 quarter. The position peaked at $308K in Q4 2019. 60 funds tracked by Wall St. Rank hold NC as of Q1 2020.

  • Navellier & Associates reported no remaining NACCO Industries position as of Q1 2020 after selling out during the quarter.
  • Navellier & Associates sold 6,571 NACCO Industries shares in Q1 2020, an estimated $308K.
  • Navellier & Associates first reported a position in NACCO Industries in Q4 2019 and held it in 1 quarter.
  • Navellier & Associates's NACCO Industries position peaked at $308K in Q4 2019.
  • 60 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2020.

Based on Navellier & Associates's 13F filing for Q1 2020, filed 13 May 2020.