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Sovereign Financial Group’s Harmony Gold Mining HMY Stock Holding History

Sovereign Financial Group’s Portfolio HMY Stock Details HMY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-50,000
Closed -$170K – 219
2022
Q4 		$170K Hold
50,000
– – 0.07% 211
2022
Q3 		$122K Hold
50,000
– – 0.05% 198
2022
Q2 		$157K Buy
+50,000
New +$192K 0.06% 201

Other funds holding HMY

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
PCP
Polunin Capital Partners London, United Kingdom $407M AUM 55.12% 1-Year Est. Return
CM
Condire Management Dallas, Texas $1.03B AUM 162.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
EMG
ETF Managers Group Summit, New Jersey $3.1B AUM 17.12% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Sovereign Financial Group's HMY Position: Q1 2023 in Review

Sovereign Financial Group sold out of Harmony Gold Mining (HMY) in Q1 2023, closing a stake of 50,000 shares — an estimated $170K sold.

Sovereign Financial Group first reported a position in HMY in Q2 2022 and held it in 3 quarters. The position peaked at $170K in Q4 2022. 119 funds tracked by Wall St. Rank hold HMY as of Q1 2023.

  • Sovereign Financial Group reported no remaining Harmony Gold Mining position as of Q1 2023 after selling out during the quarter.
  • Sovereign Financial Group sold 50,000 Harmony Gold Mining shares in Q1 2023, an estimated $170K.
  • Sovereign Financial Group first reported a position in Harmony Gold Mining in Q2 2022 and held it in 3 quarters.
  • Sovereign Financial Group's Harmony Gold Mining position peaked at $170K in Q4 2022.
  • 119 funds tracked by Wall St. Rank held Harmony Gold Mining as of Q1 2023.

Based on Sovereign Financial Group's 13F filing for Q1 2023, filed 4 May 2023.