Plancorp LLC’s Harmony Gold Mining HMY Stock Holding History

Plancorp LLC’s Portfolio HMY Stock Details HMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.02M	Hold	468,156	–	–	0.17%	60
2026 Q1	$7.76M	Sell	468,156 -13,695	-3%	-$271K	0.22%	46
2025 Q4	$9.59M	Hold	481,851	–	–	0.29%	39
2025 Q3	$8.75M	Hold	481,851	–	–	0.27%	42
2025 Q2	$6.73M	Buy	481,851 +13,695	+3%	+$207K	0.23%	45
2025 Q1	$6.91M	Hold	468,156	–	–	0.27%	40
2024 Q4	$3.84M	Hold	468,156	–	–	0.16%	51
2024 Q3	$4.76M	Hold	468,156	–	–	0.19%	45
2024 Q2	$4.29M	Hold	468,156	–	–	0.19%	46
2024 Q1	$3.82M	Hold	468,156	–	–	0.17%	47
2023 Q4	$2.88M	Hold	468,156	–	–	0.14%	58
2023 Q3	$1.76M	Hold	468,156	–	–	0.09%	79
2023 Q2	$1.97M	Sell	468,156 -64,288	-12%	-$296K	0.11%	70
2023 Q1	$2.18M	Hold	532,444	–	–	0.12%	66
2022 Q4	$1.81M	Hold	532,444	–	–	0.11%	69
2022 Q3	$1.29M	Sell	532,444 -75,977	-12%	-$220K	0.09%	80
2022 Q2	$1.9M	Buy	608,421 +212	+0%	+$815	0.12%	66
2022 Q1	$3.06M	Hold	608,209	–	–	0.2%	44
2021 Q4	$2.5M	Hold	608,209	–	–	0.16%	57
2021 Q3	$1.92M	Buy	608,209 +434,790	+251%	+$1.6M	0.13%	62
2021 Q2	$647K	Buy	173,419 +97,654	+129%	+$464K	0.05%	109
2021 Q1	$330K	Hold	75,765	–	–	0.07%	153
2020 Q4	$355K	Buy	75,765 +26,455	+54%	+$130K	0.09%	142
2020 Q3	$260K	Buy	+49,310	New	+$294K	0.08%	149

Other funds holding HMY

Towarzystwo Funduszy Inwestycyjnych Allianz Polska Warszawa, Poland $46.6M AUM 51.22% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return