Montag & Associates’s VanEck Junior Gold Miners ETF GDXJ Stock Holding History

Montag & Associates’s Portfolio GDXJ Stock Details GDXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-185	Closed	-$7.01K	–	987
2023 Q4	$7.01K	Sell	185 -45	-20%	-$1.59K	﹤0.01%	800
2023 Q3	$7.41K	Hold	230	–	–	﹤0.01%	773
2023 Q2	$8.2K	Hold	230	–	–	﹤0.01%	777
2023 Q1	$9.09K	Hold	230	–	–	﹤0.01%	749
2022 Q4	$8.2K	Hold	230	–	–	﹤0.01%	753
2022 Q3	$7K	Hold	230	–	–	﹤0.01%	759
2022 Q2	$7K	Hold	230	–	–	﹤0.01%	721
2022 Q1	$11K	Hold	230	–	–	﹤0.01%	712
2021 Q4	$10K	Hold	230	–	–	﹤0.01%	722
2021 Q3	$9K	Sell	230 -1,250	-84%	-$53.6K	﹤0.01%	734
2021 Q2	$69K	Hold	1,480	–	–	﹤0.01%	511
2021 Q1	$67K	Sell	1,480 -1,180	-44%	-$58.1K	﹤0.01%	518
2020 Q4	$144K	Buy	+2,660	New	+$144K	0.01%	407

Other funds holding GDXJ

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Montag & Associates's GDXJ Position: Q1 2024 in Review

Montag & Associates sold out of VanEck Junior Gold Miners ETF (GDXJ) in Q1 2024, closing a stake of 185 shares — an estimated $7.01K sold.

Montag & Associates first reported a position in GDXJ in Q4 2020 and held it in 13 quarters. The position peaked at $144K in Q4 2020. 295 funds tracked by Wall St. Rank hold GDXJ as of Q1 2024.

Montag & Associates reported no remaining VanEck Junior Gold Miners ETF position as of Q1 2024 after selling out during the quarter.
Montag & Associates sold 185 VanEck Junior Gold Miners ETF shares in Q1 2024, an estimated $7.01K.
Montag & Associates first reported a position in VanEck Junior Gold Miners ETF in Q4 2020 and held it in 13 quarters.
Montag & Associates's VanEck Junior Gold Miners ETF position peaked at $144K in Q4 2020.
295 funds tracked by Wall St. Rank held VanEck Junior Gold Miners ETF as of Q1 2024.

Based on Montag & Associates's 13F filing for Q1 2024, filed 7 May 2024.