Richard Bernstein Advisors’s Newmont NEM Stock Holding History

Richard Bernstein Advisors’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	-59,426	Closed	-$3.18M	–	229
2024 Q3	$3.18M	Buy	+59,426	New	+$2.95M	0.07%	155
2019 Q1	–	Sell	-113,280	Closed	-$3.92M	–	331
2018 Q4	$3.92M	Hold	113,280	–	–	0.14%	123
2018 Q3	$3.42M	Hold	113,280	–	–	0.1%	231
2018 Q2	$4.27M	Buy	113,280 +22,175	+24%	+$872K	0.14%	150
2018 Q1	$3.56M	Buy	+91,105	New	+$3.52M	0.13%	174
2014 Q2	–	Sell	-15,786	Closed	-$370K	–	262
2014 Q1	$370K	Hold	15,786	–	–	0.05%	241
2013 Q4	$364K	Hold	15,786	–	–	0.07%	240
2013 Q3	$444K	Hold	15,786	–	–	0.13%	212
2013 Q2	$473K	Buy	+15,786	New	+$530K	0.16%	192

Other funds holding NEM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Richard Bernstein Advisors's NEM Position: Q4 2024 in Review

Richard Bernstein Advisors sold out of Newmont (NEM) in Q4 2024, closing a stake of 59,426 shares — an estimated $3.18M sold.

Richard Bernstein Advisors first reported a position in NEM in Q2 2013 and held it in 9 quarters. The position peaked at $4.27M in Q2 2018. 1,163 funds tracked by Wall St. Rank hold NEM as of Q4 2024.

Richard Bernstein Advisors reported no remaining Newmont position as of Q4 2024 after selling out during the quarter.
Richard Bernstein Advisors sold 59,426 Newmont shares in Q4 2024, an estimated $3.18M.
Richard Bernstein Advisors first reported a position in Newmont in Q2 2013 and held it in 9 quarters.
Richard Bernstein Advisors's Newmont position peaked at $4.27M in Q2 2018.
1,163 funds tracked by Wall St. Rank held Newmont as of Q4 2024.

Based on Richard Bernstein Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.