Alera Investment Advisors’s Newmont NEM Stock Holding History

Alera Investment Advisors’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
2024 Q3	$231K	Buy	+4,320	New	+$215K	0.03%	252
2023 Q4	–	Sell	-9,381	Closed	-$347K	–	172
2023 Q3	$347K	Sell	9,381 -113	-1%	-$4.59K	0.06%	130
2023 Q2	$405K	Buy	9,494 +2,318	+32%	+$105K	0.09%	125
2023 Q1	$352K	Sell	7,176 -10	-0.1%	-$485	0.08%	138
2022 Q4	$339K	Sell	7,186 -173	-2%	-$7.72K	0.08%	136
2022 Q3	$310K	Buy	7,359 +245	+3%	+$11.4K	0.09%	139
2022 Q2	$424K	Buy	+7,114	New	+$503K	0.12%	121
2019 Q2	–	Sell	-127	Closed	-$5K	–	671
2019 Q1	$5K	Sell	127 -4	-3%	-$136	﹤0.01%	639
2018 Q4	$5K	Buy	+131	New	+$4.25K	﹤0.01%	602

Other funds holding NEM

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alera Investment Advisors's NEM Position: Q3 2024 in Review

Alera Investment Advisors opened a new position in Newmont (NEM) in Q3 2024: 4,320 shares worth $231K. The stake represents 0.03% of the portfolio and ranks #252 among its holdings. This is a return to the name: Alera Investment Advisors previously reported a position in NEM as recently as Q3 2023.

Alera Investment Advisors first reported a position in NEM in Q4 2018 and has held it in 9 quarters since. The position peaked at $424K in Q2 2022. 1,245 funds tracked by Wall St. Rank hold NEM as of Q3 2024.

Alera Investment Advisors held 4,320 shares of Newmont worth $231K as of Q3 2024.
Newmont was a new Alera Investment Advisors position in Q3 2024.
Newmont made up 0.03% of Alera Investment Advisors's portfolio in Q3 2024, its #252 holding.
Alera Investment Advisors first reported a position in Newmont in Q4 2018 and has held it in 9 quarters since.
Alera Investment Advisors's Newmont position peaked at $424K in Q2 2022.
1,245 funds tracked by Wall St. Rank held Newmont as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.