Jacobs Levy Equity Management’s Newmont NEM Stock Holding History

Jacobs Levy Equity Management’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
2023 Q3	–	Sell	-640,648	Closed	-$27.3M	–	1026
2023 Q2	$27.3M	Buy	640,648 +188,812	+42%	+$8.57M	0.16%	161
2023 Q1	$22.1M	Buy	451,836 +36,996	+9%	+$1.79M	0.14%	172
2022 Q4	$19.6M	Buy	+414,840	New	+$18.5M	0.13%	193
2018 Q1	–	Sell	-11,900	Closed	-$446K	–	1039
2017 Q4	$446K	Buy	+11,900	New	+$438K	0.01%	776
2016 Q2	–	Sell	-23,350	Closed	-$621K	–	1202
2016 Q1	$621K	Buy	+23,350	New	+$540K	0.01%	682

Other funds holding NEM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jacobs Levy Equity Management's NEM Position: Q3 2023 in Review

Jacobs Levy Equity Management sold out of Newmont (NEM) in Q3 2023, closing a stake of 640,648 shares — an estimated $27.3M sold.

Jacobs Levy Equity Management first reported a position in NEM in Q1 2016 and held it in 5 quarters. The position peaked at $27.3M in Q2 2023. 1,005 funds tracked by Wall St. Rank hold NEM as of Q3 2023.

Jacobs Levy Equity Management reported no remaining Newmont position as of Q3 2023 after selling out during the quarter.
Jacobs Levy Equity Management sold 640,648 Newmont shares in Q3 2023, an estimated $27.3M.
Jacobs Levy Equity Management first reported a position in Newmont in Q1 2016 and held it in 5 quarters.
Jacobs Levy Equity Management's Newmont position peaked at $27.3M in Q2 2023.
1,005 funds tracked by Wall St. Rank held Newmont as of Q3 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2023, filed 17 Nov 2023.