Victory Capital Management
NC icon

Victory Capital Management’s NACCO Industries NC Stock Holding History

Victory 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
2023
Q4 		– Sell
-2,946
Closed -$103K – 2602
2023
Q3 		$103K Hold
2,946
– – ﹤0.01% 2296
2023
Q2 		$102K Buy
+2,946
New +$101K ﹤0.01% 2304
2020
Q2 		– Sell
-1,236
Closed -$34K – 2989
2020
Q1 		$34K Buy
+1,236
New +$50.9K ﹤0.01% 2914
2019
Q4 		– Sell
-642
Closed -$41K – 3029
2019
Q3 		$41K Buy
+642
New +$33.5K ﹤0.01% 2767
2018
Q3 		– Sell
-7,571
Closed -$256K – 1850
2018
Q2 		$256K Buy
7,571
+147
+2% +$5.32K ﹤0.01% 1575
2018
Q1 		$244K Buy
+7,424
New +$299K ﹤0.01% 1550

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return

Victory Capital Management's NC Position: Q4 2023 in Review

Victory Capital Management sold out of NACCO Industries (NC) in Q4 2023, closing a stake of 2,946 shares — an estimated $103K sold.

Victory Capital Management first reported a position in NC in Q1 2018 and held it in 6 quarters. The position peaked at $256K in Q2 2018. 61 funds tracked by Wall St. Rank hold NC as of Q4 2023.

  • Victory Capital Management reported no remaining NACCO Industries position as of Q4 2023 after selling out during the quarter.
  • Victory Capital Management sold 2,946 NACCO Industries shares in Q4 2023, an estimated $103K.
  • Victory Capital Management first reported a position in NACCO Industries in Q1 2018 and held it in 6 quarters.
  • Victory Capital Management's NACCO Industries position peaked at $256K in Q2 2018.
  • 61 funds tracked by Wall St. Rank held NACCO Industries as of Q4 2023.

Based on Victory Capital Management's 13F filing for Q4 2023, filed 5 Feb 2024.