Meritage Group’s Newmont NEM Stock Holding History

Meritage Group’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
2024 Q2	–	Sell	-8,408	Closed	-$301K	–	72
2024 Q1	$301K	Buy	8,408 +1,611	+24%	+$55.5K	0.01%	32
2023 Q4	$281K	Buy	6,797 +280	+4%	+$10.8K	0.01%	31
2023 Q3	$241K	Buy	6,517 +1,690	+35%	+$68.7K	0.01%	38
2023 Q2	$206K	Buy	+4,827	New	+$219K	0.01%	50
2020 Q2	–	Sell	-4,731	Closed	-$214K	–	36
2020 Q1	$214K	Sell	4,731 -719	-13%	-$32.4K	0.01%	34
2019 Q4	$237K	Buy	+5,450	New	+$213K	﹤0.01%	33

Other funds holding NEM

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meritage Group's NEM Position: Q2 2024 in Review

Meritage Group sold out of Newmont (NEM) in Q2 2024, closing a stake of 8,408 shares — an estimated $301K sold.

Meritage Group first reported a position in NEM in Q4 2019 and held it in 6 quarters. The position peaked at $301K in Q1 2024. 1,125 funds tracked by Wall St. Rank hold NEM as of Q2 2024.

Meritage Group reported no remaining Newmont position as of Q2 2024 after selling out during the quarter.
Meritage Group sold 8,408 Newmont shares in Q2 2024, an estimated $301K.
Meritage Group first reported a position in Newmont in Q4 2019 and held it in 6 quarters.
Meritage Group's Newmont position peaked at $301K in Q1 2024.
1,125 funds tracked by Wall St. Rank held Newmont as of Q2 2024.

Based on Meritage Group's 13F filing for Q2 2024, filed 13 Aug 2024.