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Summit Securities Group’s NACCO Industries NC Stock Holding History

Summit Securities Group’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
2024
Q3 		– Sell
-100
Closed -$3K – 761
2024
Q2 		$3K Buy
+100
New +$3.04K ﹤0.01% 527

Other funds holding NC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Securities Group's NC Position: Q3 2024 in Review

Summit Securities Group sold out of NACCO Industries (NC) in Q3 2024, closing a stake of 100 shares — an estimated $3K sold.

Summit Securities Group first reported a position in NC in Q2 2024 and held it in 1 quarter. The position peaked at $3K in Q2 2024. 62 funds tracked by Wall St. Rank hold NC as of Q3 2024.

  • Summit Securities Group reported no remaining NACCO Industries position as of Q3 2024 after selling out during the quarter.
  • Summit Securities Group sold 100 NACCO Industries shares in Q3 2024, an estimated $3K.
  • Summit Securities Group first reported a position in NACCO Industries in Q2 2024 and held it in 1 quarter.
  • Summit Securities Group's NACCO Industries position peaked at $3K in Q2 2024.
  • 62 funds tracked by Wall St. Rank held NACCO Industries as of Q3 2024.

Based on Summit Securities Group's 13F filing for Q3 2024, filed 7 Nov 2024.