PCM
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Prelude Capital Management’s NACCO Industries NC Stock Holding History

Prelude 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
2020
Q4 		– Sell
-800
Closed -$15K – 1740
2020
Q3 		$15K Buy
800
+600
+300% +$13K ﹤0.01% 1391
2020
Q2 		$5K Hold
200
– – ﹤0.01% 1719
2020
Q1 		$6K Sell
200
-528
-73% -$21.7K ﹤0.01% 1212
2019
Q4 		$34K Buy
728
+200
+38% +$10.6K ﹤0.01% 1465
2019
Q3 		$34K Sell
528
-154
-23% -$8.04K ﹤0.01% 1282
2019
Q2 		$35K Buy
682
+382
+127% +$17.8K ﹤0.01% 1197
2019
Q1 		$11K Buy
+300
New +$11K ﹤0.01% 1427
2017
Q2 		– Sell
-438
Closed -$7K – 1764
2017
Q1 		$7K Sell
438
-4,596
-91% -$76.8K ﹤0.01% 1391
2016
Q4 		$104K Sell
5,034
-2,740
-35% -$52.2K 0.01% 814
2016
Q3 		$121K Sell
7,774
-105
-1% -$1.5K 0.01% 755
2016
Q2 		$101K Sell
7,879
-11,818
-60% -$152K 0.01% 762
2016
Q1 		$258K Buy
19,697
+7,441
+61% +$82.5K 0.04% 462
2015
Q4 		$118K Buy
12,256
+1,751
+17% +$17.8K 0.02% 756
2015
Q3 		$114K Sell
10,505
-438
-4% -$5.39K 0.02% 801
2015
Q2 		$152K Buy
10,943
+3,502
+47% +$44.8K 0.02% 739
2015
Q1 		$90K Buy
7,441
+1,663
+29% +$21.3K 0.01% 1051
2014
Q4 		$78K Buy
5,778
+4,465
+340% +$57.4K 0.01% 1101
2014
Q3 		$15K Sell
1,313
-9,192
-88% -$109K ﹤0.01% 1764
2014
Q2 		$121K Buy
10,505
+6,128
+140% +$74.1K 0.02% 1019
2014
Q1 		$54K Buy
+4,377
New +$57.4K 0.01% 1278

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Prelude Capital Management's NC Position: Q4 2020 in Review

Prelude Capital Management sold out of NACCO Industries (NC) in Q4 2020, closing a stake of 800 shares — an estimated $15K sold.

Prelude Capital Management first reported a position in NC in Q1 2014 and held it in 20 quarters. The position peaked at $258K in Q1 2016. 48 funds tracked by Wall St. Rank hold NC as of Q4 2020.

  • Prelude Capital Management reported no remaining NACCO Industries position as of Q4 2020 after selling out during the quarter.
  • Prelude Capital Management sold 800 NACCO Industries shares in Q4 2020, an estimated $15K.
  • Prelude Capital Management first reported a position in NACCO Industries in Q1 2014 and held it in 20 quarters.
  • Prelude Capital Management's NACCO Industries position peaked at $258K in Q1 2016.
  • 48 funds tracked by Wall St. Rank held NACCO Industries as of Q4 2020.

Based on Prelude Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.