Equinox Partners Investment Management’s EMX Royalty EMX Stock Holding History

Equinox Partners Investment Management’s Portfolio EMX Stock Details EMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-385,125	Closed	-$619K	–	10
2023 Q4	$619K	Sell	385,125 -1,220,375	-76%	-$2.09M	0.45%	10
2023 Q3	$2.9M	Hold	1,605,500	–	–	1.6%	10
2023 Q2	$3.07M	Hold	1,605,500	–	–	2.51%	10
2023 Q1	$3.12M	Hold	1,605,500	–	–	2.52%	8
2022 Q4	$3.04M	Hold	1,605,500	–	–	1.99%	8
2022 Q3	$2.97M	Hold	1,605,500	–	–	2.39%	9
2022 Q2	$2.96M	Hold	1,605,500	–	–	2.11%	11
2022 Q1	$3.47M	Hold	1,605,500	–	–	1.97%	10
2021 Q4	$3.58M	Hold	1,605,500	–	–	2.36%	10
2021 Q3	$4.15M	Hold	1,605,500	–	–	2.59%	11
2021 Q2	$4.74M	Hold	1,605,500	–	–	2.17%	11
2021 Q1	$4.77M	Hold	1,605,500	–	–	2.56%	11
2020 Q4	$5.44M	Hold	1,605,500	–	–	2.61%	10
2020 Q3	$4.24M	Hold	1,605,500	–	–	2.02%	12
2020 Q2	$3.49M	Buy	1,605,500 +291,500	+22%	+$519K	2.07%	11
2020 Q1	$1.78M	Buy	+1,314,000	New	+$2.21M	2.22%	8
2019 Q4	–	Sell	-1,314,000	Closed	-$1.76M	–	5
2019 Q3	$1.76M	Hold	1,314,000	–	–	3.58%	4
2019 Q2	$1.61M	Hold	1,314,000	–	–	5.07%	4
2019 Q1	$1.56M	Hold	1,314,000	–	–	1.85%	8
2018 Q4	$2M	Hold	1,314,000	–	–	2.53%	6
2018 Q3	$1.61M	Hold	1,314,000	–	–	2.16%	8
2018 Q2	$1.34M	Hold	1,314,000	–	–	1.39%	8
2018 Q1	$1.15M	Hold	1,314,000	–	–	1.23%	8
2017 Q4	$1.08M	Buy	+1,314,000	New	+$1.02M	1.03%	7

Other funds holding EMX

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return

USGIU

U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

Equinox Partners Investment Management's EMX Position: Q1 2024 in Review

Equinox Partners Investment Management sold out of EMX Royalty (EMX) in Q1 2024, closing a stake of 385,125 shares — an estimated $619K sold.

Equinox Partners Investment Management first reported a position in EMX in Q4 2017 and held it in 24 quarters. The position peaked at $5.44M in Q4 2020. 36 funds tracked by Wall St. Rank hold EMX as of Q1 2024.

Equinox Partners Investment Management reported no remaining EMX Royalty position as of Q1 2024 after selling out during the quarter.
Equinox Partners Investment Management sold 385,125 EMX Royalty shares in Q1 2024, an estimated $619K.
Equinox Partners Investment Management first reported a position in EMX Royalty in Q4 2017 and held it in 24 quarters.
Equinox Partners Investment Management's EMX Royalty position peaked at $5.44M in Q4 2020.
36 funds tracked by Wall St. Rank held EMX Royalty as of Q1 2024.

Based on Equinox Partners Investment Management's 13F filing for Q1 2024, filed 15 Apr 2024.