Rockbridge Investment Management’s Newmont NEM Stock Holding History

Rockbridge Investment Management’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 Q1	–	Sell	-60	Closed	-$2.48K	–	444
2023 Q4	$2.48K	Buy	+60	New	+$2.32K	﹤0.01%	539
2022 Q3	–	Sell	-185	Closed	-$11K	–	417
2022 Q2	$11K	Hold	185	–	–	﹤0.01%	359
2022 Q1	$15.3K	Sell	185 -31	-14%	-$2.1K	﹤0.01%	444
2021 Q4	$13K	Hold	216	–	–	﹤0.01%	541
2021 Q3	$12K	Hold	216	–	–	﹤0.01%	502
2021 Q2	$14K	Hold	216	–	–	﹤0.01%	476
2021 Q1	$13K	Buy	216 +60	+38%	+$3.59K	﹤0.01%	472
2020 Q4	$9K	Hold	156	–	–	﹤0.01%	517
2020 Q3	$10K	Hold	156	–	–	﹤0.01%	466
2020 Q2	$10K	Buy	+156	New	+$9.23K	﹤0.01%	427

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Rockbridge Investment Management's NEM Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Newmont (NEM) in Q1 2024, closing a stake of 60 shares — an estimated $2.48K sold.

Rockbridge Investment Management first reported a position in NEM in Q2 2020 and held it in 10 quarters. The position peaked at $15.3K in Q1 2022. 1,053 funds tracked by Wall St. Rank hold NEM as of Q1 2024.

Rockbridge Investment Management reported no remaining Newmont position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 60 Newmont shares in Q1 2024, an estimated $2.48K.
Rockbridge Investment Management first reported a position in Newmont in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's Newmont position peaked at $15.3K in Q1 2022.
1,053 funds tracked by Wall St. Rank held Newmont as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.