HM Payson & Co’s Coeur Mining CDE Stock Holding History

HM Payson & Co’s Portfolio CDE Stock Details CDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-500	Closed	-$2K	–	944
2022 Q3	$2K	Hold	500	–	–	﹤0.01%	908
2022 Q2	$2K	Hold	500	–	–	﹤0.01%	947
2022 Q1	$2K	Hold	500	–	–	﹤0.01%	963
2021 Q4	$3K	Hold	500	–	–	﹤0.01%	986
2021 Q3	$3K	Hold	500	–	–	﹤0.01%	939
2021 Q2	$4K	Hold	500	–	–	﹤0.01%	907
2021 Q1	$5K	Hold	500	–	–	﹤0.01%	938
2020 Q4	$5K	Hold	500	–	–	﹤0.01%	922
2020 Q3	$4K	Hold	500	–	–	﹤0.01%	899
2020 Q2	$3K	Hold	500	–	–	﹤0.01%	815
2020 Q1	$2K	Hold	500	–	–	﹤0.01%	859
2019 Q4	$4K	Hold	500	–	–	﹤0.01%	871
2019 Q3	$2K	Hold	500	–	–	﹤0.01%	908
2019 Q2	$2K	Buy	+500	New	+$1.76K	﹤0.01%	911

Other funds holding CDE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HM Payson & Co's CDE Position: Q4 2022 in Review

HM Payson & Co sold out of Coeur Mining (CDE) in Q4 2022, closing a stake of 500 shares — an estimated $2K sold.

HM Payson & Co first reported a position in CDE in Q2 2019 and held it in 14 quarters. The position peaked at $5K in Q1 2021. 195 funds tracked by Wall St. Rank hold CDE as of Q4 2022.

HM Payson & Co reported no remaining Coeur Mining position as of Q4 2022 after selling out during the quarter.
HM Payson & Co sold 500 Coeur Mining shares in Q4 2022, an estimated $2K.
HM Payson & Co first reported a position in Coeur Mining in Q2 2019 and held it in 14 quarters.
HM Payson & Co's Coeur Mining position peaked at $5K in Q1 2021.
195 funds tracked by Wall St. Rank held Coeur Mining as of Q4 2022.

Based on HM Payson & Co's 13F filing for Q4 2022, filed 6 Feb 2023.