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Fernwood Investment Management’s McEwen Inc MUX Stock Holding History

Fernwood Investment Management’s Portfolio MUX Stock Details MUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-437
Closed -$4.31K – 513
2024
Q1 		$4.31K Buy
+437
New +$3.16K ﹤0.01% 645
2020
Q2 		– Sell
-3,838
Closed -$25K – 168
2020
Q1 		$25K Hold
3,838
– – 0.02% 142
2019
Q4 		$49K Buy
+3,838
New +$54.2K 0.02% 156

Other funds holding MUX

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fernwood Investment Management's MUX Position: Q2 2024 in Review

Fernwood Investment Management sold out of McEwen Inc (MUX) in Q2 2024, closing a stake of 437 shares — an estimated $4.31K sold.

Fernwood Investment Management first reported a position in MUX in Q4 2019 and held it in 3 quarters. The position peaked at $49K in Q4 2019. 92 funds tracked by Wall St. Rank hold MUX as of Q2 2024.

  • Fernwood Investment Management reported no remaining McEwen Inc position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 437 McEwen Inc shares in Q2 2024, an estimated $4.31K.
  • Fernwood Investment Management first reported a position in McEwen Inc in Q4 2019 and held it in 3 quarters.
  • Fernwood Investment Management's McEwen Inc position peaked at $49K in Q4 2019.
  • 92 funds tracked by Wall St. Rank held McEwen Inc as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.