Oxford Financial Group’s Newmont NEM Stock Holding History

Oxford Financial 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 Q4	–	Sell	-5,097	Closed	-$272K	–	317
2024 Q3	$272K	Sell	5,097 -50	-1%	-$2.48K	0.02%	209
2024 Q2	$216K	Buy	+5,147	New	+$210K	0.01%	246
2024 Q1	–	Sell	-4,962	Closed	-$205K	–	292
2023 Q4	$205K	Sell	4,962 -1,491	-23%	-$57.6K	0.02%	226
2023 Q3	$238K	Sell	6,453 -113	-2%	-$4.59K	0.02%	195
2023 Q2	$280K	Buy	+6,566	New	+$298K	0.03%	186

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

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

VanEck Associates New York $133B AUM 72.99% 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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Oxford Financial Group's NEM Position: Q4 2024 in Review

Oxford Financial Group sold out of Newmont (NEM) in Q4 2024, closing a stake of 5,097 shares — an estimated $272K sold.

Oxford Financial Group first reported a position in NEM in Q2 2023 and held it in 5 quarters. The position peaked at $280K in Q2 2023. 1,161 funds tracked by Wall St. Rank hold NEM as of Q4 2024.

Oxford Financial Group reported no remaining Newmont position as of Q4 2024 after selling out during the quarter.
Oxford Financial Group sold 5,097 Newmont shares in Q4 2024, an estimated $272K.
Oxford Financial Group first reported a position in Newmont in Q2 2023 and held it in 5 quarters.
Oxford Financial Group's Newmont position peaked at $280K in Q2 2023.
1,161 funds tracked by Wall St. Rank held Newmont as of Q4 2024.

Based on Oxford Financial Group's 13F filing for Q4 2024, filed 11 Feb 2025.