EPW
NEM icon

Evergreen Private Wealth’s Newmont NEM Stock Holding History

Evergreen Private Wealth’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
2025
Q4 		– Sell
-16
Closed -$1.35K – 176
2025
Q3 		$1.35K Buy
+16
New +$1.12K ﹤0.01% 225
2024
Q2 		– Sell
-270
Closed -$9.68K – 218
2024
Q1 		$9.68K Hold
270
– – ﹤0.01% 168
2023
Q4 		$11.2K Buy
+270
New +$10.4K 0.01% 168

Other funds holding NEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evergreen Private Wealth's NEM Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Newmont (NEM) in Q4 2025, closing a stake of 16 shares — an estimated $1.35K sold.

Evergreen Private Wealth first reported a position in NEM in Q4 2023 and held it in 3 quarters. The position peaked at $11.2K in Q4 2023. 1,722 funds tracked by Wall St. Rank hold NEM as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Newmont position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 16 Newmont shares in Q4 2025, an estimated $1.35K.
  • Evergreen Private Wealth first reported a position in Newmont in Q4 2023 and held it in 3 quarters.
  • Evergreen Private Wealth's Newmont position peaked at $11.2K in Q4 2023.
  • 1,722 funds tracked by Wall St. Rank held Newmont as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.