Thomas W. Smith’s Nu Skin NUS Stock Holding History

Thomas W. Smith’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
2020 Q1	–	Sell	-196,500	Closed	-$8.05M	–	10
2019 Q4	$8.05M	Hold	196,500	–	–	6.39%	6
2019 Q3	$8.36M	Hold	196,500	–	–	6.1%	6
2019 Q2	$9.69M	Hold	196,500	–	–	6.68%	6
2019 Q1	$9.4M	Hold	196,500	–	–	7.01%	5
2018 Q4	$12.1M	Sell	196,500 -2,850	-1%	-$192K	10.14%	4
2018 Q3	$16.4M	Sell	199,350 -20,000	-9%	-$1.59M	10.49%	4
2018 Q2	$17.2M	Hold	219,350	–	–	11.28%	5
2018 Q1	$16.2M	Hold	219,350	–	–	11.91%	3
2017 Q4	$15M	Hold	219,350	–	–	12.57%	4
2017 Q3	$13.5M	Hold	219,350	–	–	12.9%	4
2017 Q2	$13.8M	Hold	219,350	–	–	12.17%	5
2017 Q1	$12.2M	Hold	219,350	–	–	13.94%	4
2016 Q4	$10.5M	Hold	219,350	–	–	11.38%	4
2016 Q3	$14.2M	Hold	219,350	–	–	15.01%	3
2016 Q2	$10.1M	Sell	219,350 -75,124	-26%	-$3.03M	14.57%	3
2016 Q1	$11.3M	Hold	294,474	–	–	9.83%	3
2015 Q4	$11.2M	Buy	294,474 +96,300	+49%	+$3.55M	7.96%	4
2015 Q3	$8.18M	Hold	198,174	–	–	6.91%	5
2015 Q2	$9.34M	Hold	198,174	–	–	6.32%	6
2015 Q1	$11.9M	Buy	198,174 +71,976	+57%	+$3.66M	8.31%	5
2014 Q4	$5.51M	Hold	126,198	–	–	4.04%	8
2014 Q3	$5.68M	Buy	126,198 +24,498	+24%	+$1.3M	4.64%	7
2014 Q2	$7.52M	Hold	101,700	–	–	5.85%	7
2014 Q1	$8.43M	Buy	101,700 +18,092	+22%	+$1.59M	6.5%	7
2013 Q4	$11.6M	Buy	83,608 +33,689	+67%	+$3.97M	8.5%	7
2013 Q3	$4.78M	Buy	49,919 +8,819	+21%	+$748K	3.91%	10
2013 Q2	$2.51M	Buy	+41,100	New	+$2.28M	2.23%	10

Other funds holding NUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Thomas W. Smith's NUS Position: Q1 2020 in Review

Thomas W. Smith sold out of Nu Skin (NUS) in Q1 2020, closing a stake of 196,500 shares — an estimated $8.05M sold.

Thomas W. Smith first reported a position in NUS in Q2 2013 and held it in 27 quarters. The position peaked at $17.2M in Q2 2018. 199 funds tracked by Wall St. Rank hold NUS as of Q1 2020.

Thomas W. Smith reported no remaining Nu Skin position as of Q1 2020 after selling out during the quarter.
Thomas W. Smith sold 196,500 Nu Skin shares in Q1 2020, an estimated $8.05M.
Thomas W. Smith first reported a position in Nu Skin in Q2 2013 and held it in 27 quarters.
Thomas W. Smith's Nu Skin position peaked at $17.2M in Q2 2018.
199 funds tracked by Wall St. Rank held Nu Skin as of Q1 2020.

Based on Thomas W. Smith's 13F filing for Q1 2020, filed 15 May 2020.