Schechter Investment Advisors’s Newmont NEM Stock Holding History

Schechter Investment 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
2025 Q1	$218K	Buy	+4,507	New	+$198K	0.02%	541
2024 Q4	–	Sell	-6,109	Closed	-$327K	–	690
2024 Q3	$327K	Buy	6,109 +411	+7%	+$20.4K	0.02%	480
2024 Q2	$239K	Buy	+5,698	New	+$233K	0.02%	519
2022 Q3	–	Sell	-5,472	Closed	-$326K	–	974
2022 Q2	$326K	Sell	5,472 -713	-12%	-$50.4K	0.03%	679
2022 Q1	$491K	Sell	6,185 -1,842	-23%	-$125K	0.05%	534
2021 Q4	$498K	Buy	+8,027	New	+$455K	0.04%	505

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

Norges Bank Oslo, Norway $935B AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Schechter Investment Advisors's NEM Position: Q1 2025 in Review

Schechter Investment Advisors opened a new position in Newmont (NEM) in Q1 2025: 4,507 shares worth $218K. The stake represents 0.02% of the portfolio and ranks #541 among its holdings. This is a return to the name: Schechter Investment Advisors previously reported a position in NEM as recently as Q3 2024.

Schechter Investment Advisors first reported a position in NEM in Q4 2021 and has held it in 6 quarters since. The position peaked at $498K in Q4 2021. 1,229 funds tracked by Wall St. Rank hold NEM as of Q1 2025.

Schechter Investment Advisors held 4,507 shares of Newmont worth $218K as of Q1 2025.
Newmont was a new Schechter Investment Advisors position in Q1 2025.
Newmont made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #541 holding.
Schechter Investment Advisors first reported a position in Newmont in Q4 2021 and has held it in 6 quarters since.
Schechter Investment Advisors's Newmont position peaked at $498K in Q4 2021.
1,229 funds tracked by Wall St. Rank held Newmont as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.