Sequoia Financial Advisors’s Newmont NEM Stock Holding History

Sequoia Financial 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
2026 Q1	$4.46M	Buy	41,179 +8,301	+25%	+$957K	0.03%	346
2025 Q4	$3.28M	Buy	32,878 +10,970	+50%	+$991K	0.02%	430
2025 Q3	$1.85M	Buy	21,908 +3,302	+18%	+$230K	0.01%	560
2025 Q2	$1.08M	Buy	18,606 +3,172	+21%	+$169K	0.01%	657
2025 Q1	$745K	Buy	15,434 +4,415	+40%	+$194K	0.01%	721
2024 Q4	$410K	Sell	11,019 -2,363	-18%	-$108K	﹤0.01%	883
2024 Q3	$715K	Buy	13,382 +3,498	+35%	+$174K	0.01%	638
2024 Q2	$414K	Buy	9,884 +2,227	+29%	+$91.1K	0.01%	766
2024 Q1	$274K	Sell	7,657 -6,684	-47%	-$230K	﹤0.01%	899
2023 Q4	$594K	Buy	+14,341	New	+$554K	0.01%	686
2023 Q3	–	Sell	-4,859	Closed	-$207K	–	993
2023 Q2	$207K	Buy	+4,859	New	+$221K	﹤0.01%	856

Other funds holding NEM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of New York Mellon

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