Skylands Capital’s NovaGold Resources NG Stock Holding History

Skylands Capital’s Portfolio NG Stock Details NG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-281,800	Closed	-$2.18M	–	151
2022 Q1	$2.18M	Buy	281,800 +65,250	+30%	+$459K	0.26%	71
2021 Q4	$1.49M	Sell	216,550 -60,500	-22%	-$441K	0.17%	87
2021 Q3	$1.91M	Buy	277,050 +57,250	+26%	+$424K	0.24%	75
2021 Q2	$1.76M	Buy	219,800 +4,900	+2%	+$46.2K	0.21%	80
2021 Q1	$1.88M	Buy	214,900 +650	+0.3%	+$5.93K	0.24%	71
2020 Q4	$2.07M	Buy	214,250 +32,050	+18%	+$338K	0.3%	67
2020 Q3	$2.17M	Buy	182,200 +59,000	+48%	+$575K	0.36%	60
2020 Q2	$1.13M	Sell	123,200 -17,300	-12%	-$175K	0.2%	71
2020 Q1	$1.04M	Buy	+140,500	New	+$1.2M	0.23%	65

Other funds holding NG

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

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

PIF

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

LIM

Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

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

Skylands Capital's NG Position: Q2 2022 in Review

Skylands Capital sold out of NovaGold Resources (NG) in Q2 2022, closing a stake of 281,800 shares — an estimated $2.18M sold.

Skylands Capital first reported a position in NG in Q1 2020 and held it in 9 quarters. The position peaked at $2.18M in Q1 2022. 184 funds tracked by Wall St. Rank hold NG as of Q2 2022.

Skylands Capital reported no remaining NovaGold Resources position as of Q2 2022 after selling out during the quarter.
Skylands Capital sold 281,800 NovaGold Resources shares in Q2 2022, an estimated $2.18M.
Skylands Capital first reported a position in NovaGold Resources in Q1 2020 and held it in 9 quarters.
Skylands Capital's NovaGold Resources position peaked at $2.18M in Q1 2022.
184 funds tracked by Wall St. Rank held NovaGold Resources as of Q2 2022.

Based on Skylands Capital's 13F filing for Q2 2022, filed 28 Jul 2022.