Kaizen Advisory’s Newmont NEM Stock Holding History

Kaizen Advisory’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
2018 Q4	$47K	Sell	1,344 -10	-0.7%	-$324	0.03%	337
2018 Q3	$41K	Hold	1,354	–	–	0.02%	380
2018 Q2	$51K	Buy	1,354 +830	+158%	+$32.6K	0.03%	326
2018 Q1	$20K	Hold	524	–	–	0.02%	337
2017 Q4	$20K	Buy	+524	New	+$19.3K	0.01%	332

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Kaizen Advisory's NEM Position: Q4 2018 in Review

Kaizen Advisory reduced its Newmont (NEM) stake by 0.74% in Q4 2018, selling an estimated $324 and leaving 1,344 shares worth $47K. The position accounts for 0.03% of the portfolio, ranked #337.

Kaizen Advisory first reported a position in NEM in Q4 2017 and has held it in 5 quarters since. The position peaked at $51K in Q2 2018. 612 funds tracked by Wall St. Rank hold NEM as of Q4 2018.

Kaizen Advisory held 1,344 shares of Newmont worth $47K as of Q4 2018.
Kaizen Advisory sold 10 Newmont shares in Q4 2018, an estimated $324.
Newmont made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #337 holding.
Kaizen Advisory first reported a position in Newmont in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Newmont position peaked at $51K in Q2 2018.
612 funds tracked by Wall St. Rank held Newmont as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.