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Sandy Spring Bank’s NACCO Industries NC Stock Holding History

Sandy Spring Bank’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
-181
Closed -$3K – 1025
2020
Q3 		$3K Hold
181
– – ﹤0.01% 780
2020
Q2 		$4K Hold
181
– – ﹤0.01% 784
2020
Q1 		$5K Hold
181
– – ﹤0.01% 758
2019
Q4 		$8K Hold
181
– – ﹤0.01% 741
2019
Q3 		$12K Hold
181
– – ﹤0.01% 697
2019
Q2 		$9K Buy
+181
New +$8.45K ﹤0.01% 727
2018
Q4 		– Sell
-222
Closed -$7K – 789
2018
Q3 		$7K Buy
+222
New +$7.54K ﹤0.01% 704

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

Sandy Spring Bank's NC Position: Q4 2020 in Review

Sandy Spring Bank sold out of NACCO Industries (NC) in Q4 2020, closing a stake of 181 shares — an estimated $3K sold.

Sandy Spring Bank first reported a position in NC in Q3 2018 and held it in 7 quarters. The position peaked at $12K in Q3 2019. 48 funds tracked by Wall St. Rank hold NC as of Q4 2020.

  • Sandy Spring Bank reported no remaining NACCO Industries position as of Q4 2020 after selling out during the quarter.
  • Sandy Spring Bank sold 181 NACCO Industries shares in Q4 2020, an estimated $3K.
  • Sandy Spring Bank first reported a position in NACCO Industries in Q3 2018 and held it in 7 quarters.
  • Sandy Spring Bank's NACCO Industries position peaked at $12K in Q3 2019.
  • 48 funds tracked by Wall St. Rank held NACCO Industries as of Q4 2020.

Based on Sandy Spring Bank's 13F filing for Q4 2020, filed 3 Feb 2021.