Cascade Investment Group’s Barrick Mining B Stock Holding History

Cascade Investment Group’s Portfolio B Stock Details B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-15,406	Closed	-$224K	–	137
2023 Q3	$224K	Hold	15,406	–	–	0.21%	103
2023 Q2	$261K	Hold	15,406	–	–	0.24%	97
2023 Q1	$286K	Hold	15,406	–	–	0.28%	92
2022 Q4	$265K	Buy	+15,406	New	+$245K	0.28%	96

Other funds holding B

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cascade Investment Group's B Position: Q4 2023 in Review

Cascade Investment Group sold out of Barrick Mining (B) in Q4 2023, closing a stake of 15,406 shares — an estimated $224K sold.

Cascade Investment Group first reported a position in B in Q4 2022 and held it in 4 quarters. The position peaked at $286K in Q1 2023. 728 funds tracked by Wall St. Rank hold B as of Q4 2023.

Cascade Investment Group reported no remaining Barrick Mining position as of Q4 2023 after selling out during the quarter.
Cascade Investment Group sold 15,406 Barrick Mining shares in Q4 2023, an estimated $224K.
Cascade Investment Group first reported a position in Barrick Mining in Q4 2022 and held it in 4 quarters.
Cascade Investment Group's Barrick Mining position peaked at $286K in Q1 2023.
728 funds tracked by Wall St. Rank held Barrick Mining as of Q4 2023.

Based on Cascade Investment Group's 13F filing for Q4 2023, filed 16 Jan 2024.