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	–	373
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	–	460
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	–	–	0.07%	144
2020 Q4	$228K	Hold	22,000	–	–	0.08%	132
2020 Q3	$162K	Sell	22,000 -3,000	-12%	-$22.6K	0.07%	136
2020 Q2	$127K	Sell	25,000 -20,000	-44%	-$91K	0.05%	149
2020 Q1	$144K	Buy	45,000 +16,000	+55%	+$83.2K	0.07%	132
2019 Q4	$234K	Sell	29,000 -4,000	-12%	-$24.7K	0.07%	138
2019 Q3	$159K	Sell	33,000 -2,000	-6%	-$9.91K	0.05%	153
2019 Q2	$152K	Buy	35,000 +9,000	+35%	+$31.7K	0.05%	147
2019 Q1	$106K	Buy	+26,000	New	+$125K	0.04%	156

Other funds holding CDE

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Clean Yield Group's CDE Position: Q4 2023 in Review

Clean Yield Group sold out of Coeur Mining (CDE) in Q4 2023, closing a stake of 62,500 shares — an estimated $146K sold.

Clean Yield Group first reported a position in CDE in Q1 2019 and held it in 16 quarters. The position peaked at $234K in Q4 2019. 190 funds tracked by Wall St. Rank hold CDE as of Q4 2023.

Clean Yield Group reported no remaining Coeur Mining position as of Q4 2023 after selling out during the quarter.
Clean Yield Group sold 62,500 Coeur Mining shares in Q4 2023, an estimated $146K.
Clean Yield Group first reported a position in Coeur Mining in Q1 2019 and held it in 16 quarters.
Clean Yield Group's Coeur Mining position peaked at $234K in Q4 2019.
190 funds tracked by Wall St. Rank held Coeur Mining as of Q4 2023.

Based on Clean Yield Group's 13F filing for Q4 2023, filed 24 Jan 2024.