Jim Simons
EMX

Jim Simons’s EMX Royalty EMX Stock Holding History

Jim Simons’s Portfolio EMX Stock Details EMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-18,569
Closed -$33K – 3820
2023
Q3 		$33K Sell
18,569
-225,557
-92% -$413K ﹤0.01% 3461
2023
Q2 		$464K Buy
244,126
+59,967
+33% +$117K ﹤0.01% 2912
2023
Q1 		$366K Buy
184,159
+96,440
+110% +$191K ﹤0.01% 3028
2022
Q4 		$166K Buy
+87,719
New +$161K ﹤0.01% 3484
2022
Q2 		– Sell
-101,200
Closed -$220K – 4308
2022
Q1 		$220K Buy
101,200
+19,729
+24% +$43.7K ﹤0.01% 3609
2021
Q4 		$185K Buy
81,471
+48,305
+146% +$124K ﹤0.01% 3539
2021
Q3 		$85K Sell
33,166
-16,658
-33% -$47.5K ﹤0.01% 3339
2021
Q2 		$148K Buy
+49,824
New +$163K ﹤0.01% 3306
2021
Q1 		– Sell
-36,206
Closed -$121K – 3415
2020
Q4 		$121K Sell
36,206
-173,594
-83% -$503K ﹤0.01% 3232
2020
Q3 		$552K Sell
209,800
-266,278
-56% -$746K ﹤0.01% 2778
2020
Q2 		$1.03M Buy
476,078
+215,778
+83% +$384K ﹤0.01% 2523
2020
Q1 		$354K Buy
260,300
+26,668
+11% +$44.8K ﹤0.01% 2909
2019
Q4 		$384K Buy
233,632
+17,130
+8% +$24.4K ﹤0.01% 2986
2019
Q3 		$295K Buy
216,502
+74,002
+52% +$100K ﹤0.01% 3042
2019
Q2 		$174K Sell
142,500
-6,700
-4% -$7.96K ﹤0.01% 3326
2019
Q1 		$175K Buy
149,200
+45,458
+44% +$53.7K ﹤0.01% 3228
2018
Q4 		$117K Buy
103,742
+15,616
+18% +$18.9K ﹤0.01% 3214
2018
Q3 		$108K Sell
88,126
-17,274
-16% -$19.9K ﹤0.01% 3236
2018
Q2 		$108K Buy
105,400
+25,030
+31% +$24.8K ﹤0.01% 3142
2018
Q1 		$71K Sell
80,370
-24,741
-24% -$22.1K ﹤0.01% 3284
2017
Q4 		$87K Buy
105,111
+23,218
+28% +$18.1K ﹤0.01% 3234
2017
Q3 		$69K Buy
+81,893
New +$76.9K ﹤0.01% 3104

Other funds holding EMX

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 49.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return

Jim Simons's EMX Position: Q4 2023 in Review

Jim Simons sold out of EMX Royalty (EMX) in Q4 2023, closing a stake of 18,569 shares — an estimated $33K sold.

Jim Simons first reported a position in EMX in Q3 2017 and held it in 22 quarters. The position peaked at $1.03M in Q2 2020. 37 funds tracked by Wall St. Rank hold EMX as of Q4 2023.

  • Jim Simons reported no remaining EMX Royalty position as of Q4 2023 after selling out during the quarter.
  • Jim Simons sold 18,569 EMX Royalty shares in Q4 2023, an estimated $33K.
  • Jim Simons first reported a position in EMX Royalty in Q3 2017 and held it in 22 quarters.
  • Jim Simons's EMX Royalty position peaked at $1.03M in Q2 2020.
  • 37 funds tracked by Wall St. Rank held EMX Royalty as of Q4 2023.

Based on Renaissance Technologies's 13F filing for Q4 2023, filed 13 Feb 2024.