Essex Investment Management’s Newmont NEM Stock Holding History

Essex Investment Management’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
2026 Q1	$439K	Sell	4,053 -688	-15%	-$79.3K	0.07%	176
2025 Q4	$473K	Hold	4,741	–	–	0.07%	171
2025 Q3	$400K	Sell	4,741 -13	-0.3%	-$907	0.06%	172
2025 Q2	$277K	Hold	4,754	–	–	0.05%	177
2025 Q1	$230K	Sell	4,754 -75	-2%	-$3.29K	0.05%	177
2024 Q4	$180K	Hold	4,829	–	–	0.03%	196
2024 Q3	$258K	Hold	4,829	–	–	0.05%	180
2024 Q2	$202K	Sell	4,829 -4,455	-48%	-$182K	0.04%	189
2024 Q1	$333K	Sell	9,284 -42,535	-82%	-$1.47M	0.07%	188
2023 Q4	$2.14M	Sell	51,819 -39,557	-43%	-$1.53M	0.42%	92
2023 Q3	$3.38M	Sell	91,376 -7,458	-8%	-$303K	0.55%	55
2023 Q2	$4.22M	Sell	98,834 -9,520	-9%	-$432K	0.59%	46
2023 Q1	$5.31M	Sell	108,354 -6,916	-6%	-$335K	0.77%	30
2022 Q4	$5.44M	Sell	115,270 -11,957	-9%	-$534K	0.85%	25
2022 Q3	$5.35M	Sell	127,227 -4,680	-4%	-$219K	0.85%	25
2022 Q2	$7.87M	Sell	131,907 -18,773	-12%	-$1.33M	1.27%	13
2022 Q1	$12M	Sell	150,680 -12,252	-8%	-$829K	1.49%	5
2021 Q4	$10.1M	Sell	162,932 -17,912	-10%	-$1.02M	1.16%	9
2021 Q3	$9.82M	Buy	180,844 +18,478	+11%	+$1.09M	1.2%	8
2021 Q2	$10.3M	Buy	162,366 +3,169	+2%	+$212K	1.2%	8
2021 Q1	$9.6M	Buy	159,197 +17,782	+13%	+$1.06M	1.17%	7
2020 Q4	$8.47M	Buy	141,415 +13,786	+11%	+$850K	1.05%	12
2020 Q3	$8.1M	Sell	127,629 -25,384	-17%	-$1.65M	1.16%	9
2020 Q2	$9.45M	Buy	153,013 +100,344	+191%	+$5.94M	1.55%	6
2020 Q1	$2.38M	Sell	52,669 -47,631	-47%	-$2.15M	0.48%	53
2019 Q4	$4.36M	Hold	100,300	–	–	0.54%	40
2019 Q3	$3.8M	Buy	100,300 +26,966	+37%	+$1.05M	0.55%	43
2019 Q2	$2.82M	Sell	73,334 -10,856	-13%	-$367K	0.39%	70
2019 Q1	$3.01M	Buy	84,190 +25,000	+42%	+$847K	0.44%	55
2018 Q4	$2.05M	Buy	59,190 +14,293	+32%	+$463K	0.32%	91
2018 Q3	$1.36M	Hold	44,897	–	–	0.16%	195
2018 Q2	$1.69M	Hold	44,897	–	–	0.21%	149
2018 Q1	$1.75M	Hold	44,897	–	–	0.23%	128
2017 Q4	$1.69M	Hold	44,897	–	–	0.22%	142
2017 Q3	$1.68M	Buy	+44,897	New	+$1.63M	0.23%	145
2017 Q2	–	Sell	-66,185	Closed	-$2.18M	–	353
2017 Q1	$2.18M	Sell	66,185 -62,173	-48%	-$2.17M	0.34%	78
2016 Q4	$4.37M	Buy	128,358 +70,123	+120%	+$2.4M	0.72%	33
2016 Q3	$2.29M	Sell	58,235 -46,733	-45%	-$1.94M	0.37%	66
2016 Q2	$4.11M	Sell	104,968 -3,024	-3%	-$100K	0.68%	36
2016 Q1	$2.87M	Buy	+107,992	New	+$2.5M	0.49%	43
2013 Q4	–	Sell	-131,633	Closed	-$3.7M	–	377
2013 Q3	$3.7M	Buy	+131,633	New	+$3.9M	0.56%	49

Other funds holding NEM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Essex Investment Management's NEM Position: Q1 2026 in Review

Essex Investment Management reduced its Newmont (NEM) stake by 15% in Q1 2026, selling an estimated $79.3K and leaving 4,053 shares worth $439K. The position accounts for 0.07% of the portfolio, ranked #176.

Essex Investment Management first reported a position in NEM in Q3 2013 and has held it in 41 quarters since. The position peaked at $12M in Q1 2022. 1,833 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

Essex Investment Management held 4,053 shares of Newmont worth $439K as of Q1 2026.
Essex Investment Management sold 688 Newmont shares in Q1 2026, an estimated $79.3K.
Newmont made up 0.07% of Essex Investment Management's portfolio in Q1 2026, its #176 holding.
Essex Investment Management first reported a position in Newmont in Q3 2013 and has held it in 41 quarters since.
Essex Investment Management's Newmont position peaked at $12M in Q1 2022.
1,833 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.