Shepherd Kaplan Krochuk’s Newmont NEM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-2,400
Closed -$191K 200
2022
Q1
$191K Buy
+2,400
New +$162K 0.07% 164
2021
Q4
Sell
-2,400
Closed -$130K 203
2021
Q3
$130K Hold
2,400
0.05% 178
2021
Q2
$152K Buy
+2,400
New +$161K 0.05% 177

Other funds holding NEM

Shepherd Kaplan Krochuk's NEM Position: Q1 2026 in Review

Shepherd Kaplan Krochuk held its Newmont (NEM) position steady in Q1 2026 at 10,921 shares worth $1.18M. The position accounts for 0.99% of the portfolio, ranked #28.

Shepherd Kaplan Krochuk first reported a position in NEM in Q2 2013 and has held it in 30 quarters since. 1,829 funds tracked by Wall St. Rank hold NEM as of Q1 2026.

  • Shepherd Kaplan Krochuk held 10,921 shares of Newmont worth $1.18M as of Q1 2026.
  • Shepherd Kaplan Krochuk left its Newmont share count unchanged in Q1 2026.
  • Newmont made up 0.99% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #28 holding.
  • Shepherd Kaplan Krochuk first reported a position in Newmont in Q2 2013 and has held it in 30 quarters since.
  • 1,829 funds tracked by Wall St. Rank held Newmont as of Q1 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.