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Sowell Financial Services’s Harmony Gold Mining HMY Stock Holding History

Sowell Financial Services’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
Q3 		– Sell
-293,900
Closed -$1.23M – 548
2023
Q2 		$1.23M Hold
293,900
– – 0.07% 317
2023
Q1 		$1.21M Buy
293,900
+95,100
+48% +$338K 0.09% 262
2022
Q4 		$676K Hold
198,800
– – 0.04% 384
2022
Q3 		$483K Hold
198,800
– – 0.05% 319
2022
Q2 		$622K Buy
+198,800
New +$765K 0.06% 203
2022
Q1 		– Sell
-199,147
Closed -$818K – 297
2021
Q4 		$818K Sell
199,147
-853
-0.4% -$3.27K 0.05% 366
2021
Q3 		$630K Buy
+200,000
New +$734K 0.04% 362

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
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
CM
Condire Management Dallas, Texas $1.03B AUM 162.78% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sowell Financial Services's HMY Position: Q3 2023 in Review

Sowell Financial Services sold out of Harmony Gold Mining (HMY) in Q3 2023, closing a stake of 293,900 shares — an estimated $1.23M sold.

Sowell Financial Services first reported a position in HMY in Q3 2021 and held it in 7 quarters. The position peaked at $1.23M in Q2 2023. 118 funds tracked by Wall St. Rank hold HMY as of Q3 2023.

  • Sowell Financial Services reported no remaining Harmony Gold Mining position as of Q3 2023 after selling out during the quarter.
  • Sowell Financial Services sold 293,900 Harmony Gold Mining shares in Q3 2023, an estimated $1.23M.
  • Sowell Financial Services first reported a position in Harmony Gold Mining in Q3 2021 and held it in 7 quarters.
  • Sowell Financial Services's Harmony Gold Mining position peaked at $1.23M in Q2 2023.
  • 118 funds tracked by Wall St. Rank held Harmony Gold Mining as of Q3 2023.

Based on Sowell Financial Services's 13F filing for Q3 2023, filed 8 Nov 2023.