MCM
NGD

Morton Capital Management’s New Gold Inc NGD Stock Holding History

Morton Capital Management’s Portfolio NGD Stock Details NGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-31,494
Closed -$226K – 138
2025
Q3 		$226K Hold
31,494
– – 0.04% 116
2025
Q2 		$156K Hold
31,494
– – 0.03% 124
2025
Q1 		$117K Hold
31,494
– – 0.02% 110
2024
Q4 		$78.1K Hold
31,494
– – 0.01% 112
2024
Q3 		$90.7K Buy
31,494
+5,000
+19% +$12.4K 0.02% 109
2024
Q2 		$51.7K Buy
26,494
+5,000
+23% +$9.51K 0.01% 98
2024
Q1 		$36.5K Sell
21,494
-3,000
-12% -$4.09K 0.01% 104
2023
Q4 		$35.8K Hold
24,494
– – 0.01% 96
2023
Q3 		$22.3K Hold
24,494
– – 0.01% 89
2023
Q2 		$26.5K Hold
24,494
– – 0.01% 90
2023
Q1 		$26.9K Hold
24,494
– – 0.01% 90
2022
Q4 		$24K Hold
24,494
– – 0.01% 84
2022
Q3 		$21.6K Hold
24,494
– – 0.01% 81
2022
Q2 		$26.2K Hold
24,494
– – 0.01% 83
2022
Q1 		$44.1K Hold
24,494
– – 0.02% 82
2021
Q4 		$36.7K Buy
+24,494
New +$35.3K 0.01% 92

Other funds holding NGD

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CM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 26.7% 1-Year Est. Return

Morton Capital Management's NGD Position: Q4 2025 in Review

Morton Capital Management sold out of New Gold Inc (NGD) in Q4 2025, closing a stake of 31,494 shares — an estimated $226K sold.

Morton Capital Management first reported a position in NGD in Q4 2021 and held it in 16 quarters. The position peaked at $226K in Q3 2025. 325 funds tracked by Wall St. Rank hold NGD as of Q4 2025.

  • Morton Capital Management reported no remaining New Gold Inc position as of Q4 2025 after selling out during the quarter.
  • Morton Capital Management sold 31,494 New Gold Inc shares in Q4 2025, an estimated $226K.
  • Morton Capital Management first reported a position in New Gold Inc in Q4 2021 and held it in 16 quarters.
  • Morton Capital Management's New Gold Inc position peaked at $226K in Q3 2025.
  • 325 funds tracked by Wall St. Rank held New Gold Inc as of Q4 2025.

Based on Morton Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.