Advisory Research’s Newmont NEM Stock Holding History

Advisory Research’s Portfolio NEM Stock Details NEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,955	Closed	-$254K	–	463
2023 Q2	$254K	Buy	+5,955	New	+$270K	0.03%	407
2014 Q2	–	Sell	-2,969	Closed	-$70K	–	559
2014 Q1	$70K	Buy	+2,969	New	+$70.7K	﹤0.01%	518

Other funds holding NEM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisory Research's NEM Position: Q3 2023 in Review

Advisory Research sold out of Newmont (NEM) in Q3 2023, closing a stake of 5,955 shares — an estimated $254K sold.

Advisory Research first reported a position in NEM in Q1 2014 and held it in 2 quarters. The position peaked at $254K in Q2 2023. 1,007 funds tracked by Wall St. Rank hold NEM as of Q3 2023.

Advisory Research reported no remaining Newmont position as of Q3 2023 after selling out during the quarter.
Advisory Research sold 5,955 Newmont shares in Q3 2023, an estimated $254K.
Advisory Research first reported a position in Newmont in Q1 2014 and held it in 2 quarters.
Advisory Research's Newmont position peaked at $254K in Q2 2023.
1,007 funds tracked by Wall St. Rank held Newmont as of Q3 2023.

Based on Advisory Research's 13F filing for Q3 2023, filed 13 Nov 2023.