Cumberland Partners’s Newmont NEM Stock Holding History

Cumberland Partners’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 Q4	–	Sell	-6,600	Closed	-$353K	–	189
2024 Q3	$353K	Sell	6,600 -2,500	-27%	-$124K	0.02%	164
2024 Q2	$381K	Buy	+9,100	New	+$372K	0.03%	157
2022 Q3	–	Sell	-94,325	Closed	-$5.63M	–	166
2022 Q2	$5.63M	Sell	94,325 -8,675	-8%	-$614K	0.54%	47
2022 Q1	$8.18M	Buy	103,000 +90,885	+750%	+$6.15M	0.62%	43
2021 Q4	$751K	Sell	12,115 -33,960	-74%	-$1.92M	0.05%	139
2021 Q3	$2.5M	Sell	46,075 -19,050	-29%	-$1.12M	0.2%	89
2021 Q2	$4.13M	Buy	65,125 +4,575	+8%	+$307K	0.32%	77
2021 Q1	$3.65M	Sell	60,550 -17,100	-22%	-$1.02M	0.3%	75
2020 Q4	$4.65M	Sell	77,650 -4,200	-5%	-$259K	0.42%	64
2020 Q3	$5.19M	Buy	81,850 +30,775	+60%	+$2.01M	0.54%	57
2020 Q2	$3.15M	Buy	+51,075	New	+$3.02M	0.33%	74

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

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

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

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Cumberland Partners's NEM Position: Q4 2024 in Review

Cumberland Partners sold out of Newmont (NEM) in Q4 2024, closing a stake of 6,600 shares — an estimated $353K sold.

Cumberland Partners first reported a position in NEM in Q2 2020 and held it in 11 quarters. The position peaked at $8.18M in Q1 2022. 1,162 funds tracked by Wall St. Rank hold NEM as of Q4 2024.

Cumberland Partners reported no remaining Newmont position as of Q4 2024 after selling out during the quarter.
Cumberland Partners sold 6,600 Newmont shares in Q4 2024, an estimated $353K.
Cumberland Partners first reported a position in Newmont in Q2 2020 and held it in 11 quarters.
Cumberland Partners's Newmont position peaked at $8.18M in Q1 2022.
1,162 funds tracked by Wall St. Rank held Newmont as of Q4 2024.

Based on Cumberland Partners's 13F filing for Q4 2024, filed 3 Feb 2025.