ZIG
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Zuckerman Investment Group’s NACCO Industries NC Stock Holding History

Zuckerman Investment 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
2020
Q1 		– Sell
-6,650
Closed -$311K – 73
2019
Q4 		$311K Hold
6,650
– – 0.06% 57
2019
Q3 		$425K Sell
6,650
-290
-4% -$15.1K 0.1% 50
2019
Q2 		$360K Buy
6,940
+315
+5% +$14.7K 0.08% 51
2019
Q1 		$253K Hold
6,625
– – 0.06% 58
2018
Q4 		$225K Hold
6,625
– – 0.06% 55
2018
Q3 		$217K Hold
6,625
– – 0.05% 57
2018
Q2 		$224K Hold
6,625
– – 0.05% 55
2018
Q1 		$218K Sell
6,625
-60,465
-90% -$2.44M 0.06% 54
2017
Q4 		$2.53M Sell
67,090
-1,562,353
-96% -$62.8M 0.63% 28
2017
Q3 		$31.9M Buy
1,629,443
+5,502
+0.3% +$91K 7.84% 3
2017
Q2 		$26.3M Buy
1,623,941
+93,256
+6% +$1.56M 7.02% 3
2017
Q1 		$24.4M Buy
1,530,685
+66,845
+5% +$1.12M 5.92% 5
2016
Q4 		$30.3M Sell
1,463,840
-29,479
-2% -$562K 7.42% 4
2016
Q3 		$23.2M Sell
1,493,319
-3,768
-0.3% -$54K 6.15% 5
2016
Q2 		$19.2M Sell
1,497,087
-265,671
-15% -$3.43M 5.12% 4
2016
Q1 		$23.1M Sell
1,762,758
-247,975
-12% -$2.75M 6.2% 4
2015
Q4 		$19.4M Sell
2,010,733
-181,461
-8% -$1.85M 4.58% 7
2015
Q3 		$23.8M Sell
2,192,194
-41,652
-2% -$513K 5.59% 4
2015
Q2 		$31M Buy
2,233,846
+70,431
+3% +$901K 6.93% 3
2015
Q1 		$26.2M Sell
2,163,415
-6,106
-0.3% -$78.1K 5.57% 4
2014
Q4 		$29.4M Sell
2,169,521
-16,716
-0.8% -$215K 6.22% 3
2014
Q3 		$24.8M Buy
2,186,237
+282,758
+15% +$3.35M 5.17% 3
2014
Q2 		$22M Buy
1,903,479
+505,316
+36% +$6.11M 4.74% 8
2014
Q1 		$17.3M Buy
1,398,163
+5,647
+0.4% +$74.1K 4.11% 11
2013
Q4 		$19.8M Buy
1,392,516
+102,041
+8% +$1.38M 4.65% 7
2013
Q3 		$16.3M Buy
1,290,475
+87,583
+7% +$1.16M 4.1% 9
2013
Q2 		$15.7M Buy
+1,202,892
New +$14.9M 4.1% 6

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

Zuckerman Investment Group's NC Position: Q1 2020 in Review

Zuckerman Investment Group sold out of NACCO Industries (NC) in Q1 2020, closing a stake of 6,650 shares — an estimated $311K sold.

Zuckerman Investment Group first reported a position in NC in Q2 2013 and held it in 27 quarters. The position peaked at $31.9M in Q3 2017. 60 funds tracked by Wall St. Rank hold NC as of Q1 2020.

  • Zuckerman Investment Group reported no remaining NACCO Industries position as of Q1 2020 after selling out during the quarter.
  • Zuckerman Investment Group sold 6,650 NACCO Industries shares in Q1 2020, an estimated $311K.
  • Zuckerman Investment Group first reported a position in NACCO Industries in Q2 2013 and held it in 27 quarters.
  • Zuckerman Investment Group's NACCO Industries position peaked at $31.9M in Q3 2017.
  • 60 funds tracked by Wall St. Rank held NACCO Industries as of Q1 2020.

Based on Zuckerman Investment Group's 13F filing for Q1 2020, filed 15 May 2020.