Berman Capital Advisors’s Newmont NEM Stock Holding History

Berman Capital 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
2021 Q3	$174K	Buy	3,207 +191	+6%	+$11.3K	0.03%	292
2021 Q2	$190K	Buy	3,016 +683	+29%	+$45.8K	0.03%	246
2021 Q1	$139K	Buy	2,333 +436	+23%	+$26.1K	0.03%	240
2020 Q4	$113K	Sell	1,897 -31	-2%	-$1.91K	0.03%	235
2020 Q3	$121K	Buy	1,928 +64	+3%	+$4.17K	0.03%	199
2020 Q2	$114K	Buy	1,864 +293	+19%	+$17.3K	0.03%	209
2020 Q1	$70K	Buy	1,571 +373	+31%	+$16.8K	0.02%	240
2019 Q4	$52K	Buy	1,198 +1	+0.1%	+$39	0.02%	319
2019 Q3	$45K	Buy	1,197 +46	+4%	+$1.79K	0.01%	326
2019 Q2	$44K	Buy	1,151 +134	+13%	+$4.53K	0.01%	327
2019 Q1	$36K	Buy	1,017 +130	+15%	+$4.4K	0.01%	330
2018 Q4	$30K	Buy	+887	New	+$28.8K	0.01%	317

Other funds holding NEM

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Berman Capital Advisors's NEM Position: Q3 2021 in Review

Berman Capital Advisors increased its Newmont (NEM) stake by 6.3% in Q3 2021, buying an estimated $11.3K and bringing the position to 3,207 shares worth $174K. The position accounts for 0.03% of the portfolio, ranked #292.

Berman Capital Advisors first reported a position in NEM in Q4 2018 and has held it in 12 quarters since. The position peaked at $190K in Q2 2021. 1,015 funds tracked by Wall St. Rank hold NEM as of Q3 2021.

Berman Capital Advisors held 3,207 shares of Newmont worth $174K as of Q3 2021.
Berman Capital Advisors bought 191 Newmont shares in Q3 2021, an estimated $11.3K.
Newmont made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #292 holding.
Berman Capital Advisors first reported a position in Newmont in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Newmont position peaked at $190K in Q2 2021.
1,015 funds tracked by Wall St. Rank held Newmont as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.