ZCM
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Zebra Capital Management’s NACCO Industries NC Stock Holding History

Zebra 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
Q1 		– Sell
-4,679
Closed -$219K – 266
2019
Q4 		$219K Buy
4,679
+1,506
+47% +$79.9K 0.19% 221
2019
Q3 		$203K Buy
+3,173
New +$166K 0.22% 185
2018
Q3 		– Sell
-5,947
Closed -$201K – 443
2018
Q2 		$201K Sell
5,947
-1,344
-18% -$48.7K 0.09% 309
2018
Q1 		$240K Buy
+7,291
New +$294K 0.09% 297
2013
Q3 		– Sell
-15,407
Closed -$202K – 236
2013
Q2 		$202K Buy
+15,407
New +$190K 0.17% 211

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
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zebra Capital Management's NC Position: Q1 2020 in Review

Zebra Capital Management sold out of NACCO Industries (NC) in Q1 2020, closing a stake of 4,679 shares — an estimated $219K sold.

Zebra Capital Management first reported a position in NC in Q2 2013 and held it in 5 quarters. The position peaked at $240K in Q1 2018. 60 funds tracked by Wall St. Rank hold NC as of Q1 2020.

  • Zebra Capital Management reported no remaining NACCO Industries position as of Q1 2020 after selling out during the quarter.
  • Zebra Capital Management sold 4,679 NACCO Industries shares in Q1 2020, an estimated $219K.
  • Zebra Capital Management first reported a position in NACCO Industries in Q2 2013 and held it in 5 quarters.
  • Zebra Capital Management's NACCO Industries position peaked at $240K in Q1 2018.
  • 60 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2020.

Based on Zebra Capital Management's 13F filing for Q1 2020, filed 15 May 2020.