HIG
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Herr Investment Group’s Equinox Gold EQX Stock Holding History

Herr Investment Group’s Portfolio EQX Stock Details EQX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$12.2M Buy
2,325,521
+895,361
+63% +$4.98M 0.81% 15
2024
Q1 		$8.61M Sell
1,430,160
-543,200
-28% -$2.52M 2.25% 17
2023
Q4 		$9.65M Buy
1,973,360
+598,340
+44% +$2.84M 0.56% 28
2023
Q3 		$5.82M Buy
1,375,020
+150,000
+12% +$724K 0.45% 33
2023
Q2 		$5.61M Sell
1,225,020
-1,010,067
-45% -$5.06M 0.42% 29
2023
Q1 		$11.5M Sell
2,235,087
-967,575
-30% -$4.03M 0.83% 22
2022
Q4 		$10.5M Buy
+3,202,662
New +$11M 0.64% 31

Other funds holding EQX

ORP
Orion Resource Partners New York $219M AUM 133.06% 1-Year Est. Return
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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return

Herr Investment Group's EQX Position: Q2 2024 in Review

Herr Investment Group increased its Equinox Gold (EQX) stake by 63% in Q2 2024, buying an estimated $4.98M and bringing the position to 2,325,521 shares worth $12.2M. The position accounts for 0.81% of the portfolio, ranked #15.

Herr Investment Group first reported a position in EQX in Q4 2022 and has held it in 7 quarters since. 179 funds tracked by Wall St. Rank hold EQX as of Q2 2024.

  • Herr Investment Group held 2,325,521 shares of Equinox Gold worth $12.2M as of Q2 2024.
  • Herr Investment Group bought 895,361 Equinox Gold shares in Q2 2024, an estimated $4.98M.
  • Equinox Gold made up 0.81% of Herr Investment Group's portfolio in Q2 2024, its #15 holding.
  • Herr Investment Group first reported a position in Equinox Gold in Q4 2022 and has held it in 7 quarters since.
  • 179 funds tracked by Wall St. Rank held Equinox Gold as of Q2 2024.

Based on Herr Investment Group's 13F filing for Q2 2024, filed 12 Aug 2024.