SS
NEM icon

Simplicity Solutions’s Newmont NEM Stock Holding History

Simplicity Solutions’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
2023
Q4 		$485K Buy
11,712
+2,766
+31% +$107K 0.01% 672
2023
Q3 		$331K Sell
8,946
-8,913
-50% -$362K 0.01% 732
2023
Q2 		$762K Sell
17,859
-1,248
-7% -$56.6K 0.02% 541
2023
Q1 		$937K Buy
19,107
+7,393
+63% +$358K 0.02% 503
2022
Q4 		$553K Buy
11,714
+2,864
+32% +$128K 0.08% 314
2022
Q3 		$372K Sell
8,850
-2,793
-24% -$130K 0.05% 391
2022
Q2 		$695K Buy
11,643
+850
+8% +$60.1K 0.09% 242
2022
Q1 		$857K Buy
10,793
+2,643
+32% +$179K 0.11% 200
2021
Q4 		$506K Buy
8,150
+3,873
+91% +$219K 0.06% 388
2021
Q3 		$232K Buy
4,277
+342
+9% +$20.2K 0.04% 519
2021
Q2 		$249K Buy
3,935
+438
+13% +$29.4K 0.05% 443
2021
Q1 		$211K Sell
3,497
-5,774
-62% -$345K 0.05% 462
2020
Q4 		$555K Buy
9,271
+2,851
+44% +$176K 0.01% 671
2020
Q3 		$407K Buy
6,420
+1,935
+43% +$126K 0.01% 668
2020
Q2 		$277K Buy
+4,485
New +$265K 0.01% 746

Other funds holding NEM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Simplicity Solutions's NEM Position: Q4 2023 in Review

Simplicity Solutions increased its Newmont (NEM) stake by 31% in Q4 2023, buying an estimated $107K and bringing the position to 11,712 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #672.

Simplicity Solutions first reported a position in NEM in Q2 2020 and has held it in 15 quarters since. The position peaked at $937K in Q1 2023. 1,098 funds tracked by Wall St. Rank hold NEM as of Q4 2023.

  • Simplicity Solutions held 11,712 shares of Newmont worth $485K as of Q4 2023.
  • Simplicity Solutions bought 2,766 Newmont shares in Q4 2023, an estimated $107K.
  • Newmont made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #672 holding.
  • Simplicity Solutions first reported a position in Newmont in Q2 2020 and has held it in 15 quarters since.
  • Simplicity Solutions's Newmont position peaked at $937K in Q1 2023.
  • 1,098 funds tracked by Wall St. Rank held Newmont as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.