Clean Yield Group’s Coeur Mining CDE Stock Holding History

Clean Yield Group’s Portfolio CDE Stock Details CDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-62,500	Closed	-$146K	–	374
2023 Q3	$146K	Buy	62,500 +45,500	+268%	+$119K	0.06%	138
2023 Q2	$48.3K	Buy	+17,000	New	+$57.8K	0.02%	238
2022 Q3	–	Sell	-43,500	Closed	-$132K	–	462
2022 Q2	$132K	Buy	43,500 +25,000	+135%	+$98.2K	0.05%	161
2022 Q1	$82K	Buy	18,500 +13,500	+270%	+$64.3K	0.03%	215
2021 Q4	$25K	Buy	5,000 +2,000	+67%	+$12K	0.01%	309
2021 Q3	$19K	Hold	3,000	–	–	0.01%	325
2021 Q2	$27K	Sell	3,000 -19,000	-86%	-$183K	0.01%	301
2021 Q1	$199K	Hold	22,000	–	–	0.08%	144
2020 Q4	$228K	Hold	22,000	–	–	0.1%	132
2020 Q3	$162K	Sell	22,000 -3,000	-12%	-$22.6K	0.08%	136
2020 Q2	$127K	Sell	25,000 -20,000	-44%	-$91K	0.07%	149
2020 Q1	$144K	Buy	45,000 +16,000	+55%	+$83.2K	0.08%	132
2019 Q4	$234K	Sell	29,000 -4,000	-12%	-$24.7K	0.09%	138
2019 Q3	$159K	Sell	33,000 -2,000	-6%	-$9.91K	0.06%	153
2019 Q2	$152K	Buy	35,000 +9,000	+35%	+$31.7K	0.06%	147
2019 Q1	$106K	Buy	+26,000	New	+$125K	0.04%	156

Other funds holding CDE

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

VanEck Associates

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

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Geode Capital Management

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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