First Trust Direct Indexing’s Newmont NEM Stock Holding History

First Trust Direct Indexing’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
2024 Q4	–	Sell	-30,571	Closed	-$1.63M	–	593
2024 Q3	$1.63M	Buy	30,571 +3,676	+14%	+$183K	0.09%	236
2024 Q2	$1.13M	Buy	26,895 +7,427	+38%	+$304K	0.07%	290
2024 Q1	$698K	Buy	19,468 +902	+5%	+$31.1K	0.05%	381
2023 Q4	$768K	Buy	18,566 +8,347	+82%	+$322K	0.07%	329
2023 Q3	$378K	Sell	10,219 -5,421	-35%	-$220K	0.04%	463
2023 Q2	$667K	Sell	15,640 -9,935	-39%	-$451K	0.07%	320
2023 Q1	$1.25M	Buy	25,575 +7,321	+40%	+$355K	0.15%	163
2022 Q4	$862K	Sell	18,254 -2,174	-11%	-$97.1K	0.11%	243
2022 Q3	$859K	Buy	20,428 +5,637	+38%	+$263K	0.13%	216
2022 Q2	$883K	Sell	14,791 -591	-4%	-$41.8K	0.12%	219
2022 Q1	$1.22M	Buy	15,382 +2,288	+17%	+$155K	0.15%	172
2021 Q4	$812K	Buy	13,094 +1,767	+16%	+$100K	0.11%	240
2021 Q3	$615K	Sell	11,327 -1,472	-12%	-$86.8K	0.09%	289
2021 Q2	$811K	Buy	12,799 +5,974	+88%	+$400K	0.12%	213
2021 Q1	$411K	Buy	6,825 +283	+4%	+$16.9K	0.11%	255
2020 Q4	$392K	Buy	+6,542	New	+$403K	0.11%	237

Other funds holding NEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

First Trust Direct Indexing's NEM Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Newmont (NEM) in Q4 2024, closing a stake of 30,571 shares — an estimated $1.63M sold.

First Trust Direct Indexing first reported a position in NEM in Q4 2020 and held it in 16 quarters. The position peaked at $1.63M in Q3 2024. 1,161 funds tracked by Wall St. Rank hold NEM as of Q4 2024.

First Trust Direct Indexing reported no remaining Newmont position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 30,571 Newmont shares in Q4 2024, an estimated $1.63M.
First Trust Direct Indexing first reported a position in Newmont in Q4 2020 and held it in 16 quarters.
First Trust Direct Indexing's Newmont position peaked at $1.63M in Q3 2024.
1,161 funds tracked by Wall St. Rank held Newmont as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.