Evercore Wealth Management’s Newmont NEM Stock Holding History

Evercore Wealth 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
2020 Q3	–	Sell	-3,242	Closed	-$200K	–	382
2020 Q2	$200K	Buy	+3,242	New	+$192K	0.01%	367
2018 Q3	–	Sell	-13,000	Closed	-$490K	–	436
2018 Q2	$490K	Buy	+13,000	New	+$511K	0.02%	273
2017 Q1	–	Sell	-37	Closed	-$1K	–	1023
2016 Q4	$1K	Sell	37 -142	-79%	-$4.85K	﹤0.01%	983
2016 Q3	$7K	Hold	179	–	–	﹤0.01%	906
2016 Q2	$7K	Hold	179	–	–	﹤0.01%	886
2016 Q1	$5K	Buy	+179	New	+$4.14K	﹤0.01%	859
2013 Q4	–	Sell	-2,460	Closed	-$69K	–	943
2013 Q3	$69K	Hold	2,460	–	–	﹤0.01%	532
2013 Q2	$74K	Buy	+2,460	New	+$82.6K	﹤0.01%	523

Other funds holding NEM

BlackRock New York $6.73T AUM 46.02% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evercore Wealth Management's NEM Position: Q3 2020 in Review

Evercore Wealth Management sold out of Newmont (NEM) in Q3 2020, closing a stake of 3,242 shares — an estimated $200K sold.

Evercore Wealth Management first reported a position in NEM in Q2 2013 and held it in 8 quarters. The position peaked at $490K in Q2 2018. 965 funds tracked by Wall St. Rank hold NEM as of Q3 2020.

Evercore Wealth Management reported no remaining Newmont position as of Q3 2020 after selling out during the quarter.
Evercore Wealth Management sold 3,242 Newmont shares in Q3 2020, an estimated $200K.
Evercore Wealth Management first reported a position in Newmont in Q2 2013 and held it in 8 quarters.
Evercore Wealth Management's Newmont position peaked at $490K in Q2 2018.
965 funds tracked by Wall St. Rank held Newmont as of Q3 2020.

Based on Evercore Wealth Management's 13F filing for Q3 2020, filed 16 Nov 2020.