LIM
EMX

Lagoda Investment Management’s EMX Royalty EMX Stock Holding History

Lagoda Investment Management’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
Q2 		– Sell
-28,975
Closed -$57.7K – 43
2023
Q1 		$57.7K Buy
+28,975
New +$57.5K 0.04% 40

Other funds holding EMX

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $212M AUM 153.42% 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
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lagoda Investment Management's EMX Position: Q2 2023 in Review

Lagoda Investment Management sold out of EMX Royalty (EMX) in Q2 2023, closing a stake of 28,975 shares — an estimated $57.7K sold.

Lagoda Investment Management first reported a position in EMX in Q1 2023 and held it in 1 quarter. The position peaked at $57.7K in Q1 2023. 37 funds tracked by Wall St. Rank hold EMX as of Q2 2023.

  • Lagoda Investment Management reported no remaining EMX Royalty position as of Q2 2023 after selling out during the quarter.
  • Lagoda Investment Management sold 28,975 EMX Royalty shares in Q2 2023, an estimated $57.7K.
  • Lagoda Investment Management first reported a position in EMX Royalty in Q1 2023 and held it in 1 quarter.
  • Lagoda Investment Management's EMX Royalty position peaked at $57.7K in Q1 2023.
  • 37 funds tracked by Wall St. Rank held EMX Royalty as of Q2 2023.

Based on Lagoda Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.