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Ellevest Inc’s Caledonia Mining Corp CMCL Stock Holding History

Ellevest Inc’s Portfolio CMCL Stock Details CMCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$204K Sell
9,030
-394
-4% -$11K 0.03% 414
2025
Q4 		$247K Sell
9,424
-675
-7% -$19.8K 0.03% 365
2025
Q3 		$366K Buy
+10,099
New +$257K 0.05% 289
2025
Q1 		– Sell
-11,397
Closed -$107K – 411
2024
Q4 		$107K Sell
11,397
-3,413
-23% -$43.6K 0.01% 402
2024
Q3 		$222K Buy
14,810
+3,081
+26% +$37.3K 0.01% 389
2024
Q2 		$114K Buy
+11,729
New +$121K 0.01% 394
2024
Q1 		– Sell
-13,726
Closed -$167K – 406
2023
Q4 		$167K Buy
+13,726
New +$159K 0.01% 368
2021
Q4 		– Sell
-285
Closed -$3K – 1455
2021
Q3 		$3K Sell
285
-128
-31% -$1.55K ﹤0.01% 1052
2021
Q2 		$5K Buy
413
+46
+13% +$647 ﹤0.01% 887
2021
Q1 		$5K Buy
+367
New +$5.65K ﹤0.01% 896

Other funds holding CMCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Ellevest Inc's CMCL Position: Q1 2026 in Review

Ellevest Inc reduced its Caledonia Mining Corp (CMCL) stake by 4.2% in Q1 2026, selling an estimated $11K and leaving 9,030 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #414.

Ellevest Inc first reported a position in CMCL in Q1 2021 and has held it in 10 quarters since. The position peaked at $366K in Q3 2025. 151 funds tracked by Wall St. Rank hold CMCL as of Q1 2026.

  • Ellevest Inc held 9,030 shares of Caledonia Mining Corp worth $204K as of Q1 2026.
  • Ellevest Inc sold 394 Caledonia Mining Corp shares in Q1 2026, an estimated $11K.
  • Caledonia Mining Corp made up 0.03% of Ellevest Inc's portfolio in Q1 2026, its #414 holding.
  • Ellevest Inc first reported a position in Caledonia Mining Corp in Q1 2021 and has held it in 10 quarters since.
  • Ellevest Inc's Caledonia Mining Corp position peaked at $366K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Caledonia Mining Corp as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.