EHC
B

Everett Harris & Co’s Barrick Mining B Stock Holding History

Everett Harris & Co’s Portfolio B Stock Details B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10,454
Closed -$180K – 256
2022
Q4 		$180K Hold
10,454
– – ﹤0.01% 249
2022
Q3 		$162K Sell
10,454
-48
-0.5% -$757 ﹤0.01% 249
2022
Q2 		$186K Sell
10,502
-1,396
-12% -$30.3K ﹤0.01% 253
2022
Q1 		$292K Buy
11,898
+1,396
+13% +$30.1K ﹤0.01% 230
2021
Q4 		$200K Hold
10,502
– – ﹤0.01% 258
2021
Q3 		$190K Hold
10,502
– – ﹤0.01% 257
2021
Q2 		$217K Sell
10,502
-139
-1% -$3.13K ﹤0.01% 249
2021
Q1 		$211K Sell
10,641
-233
-2% -$5.02K ﹤0.01% 244
2020
Q4 		$248K Buy
10,874
+874
+9% +$22.1K ﹤0.01% 227
2020
Q3 		$281K Hold
10,000
– – 0.01% 209
2020
Q2 		$269K Hold
10,000
– – 0.01% 205
2020
Q1 		$183K Buy
+10,000
New +$187K ﹤0.01% 209

Other funds holding B

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return