SIAP
NEM icon

Sterling Investment Advisors (Pennsylvania)’s Newmont NEM Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2024
Q4 		– Sell
-7,226
Closed -$386K – 166
2024
Q3 		$386K Hold
7,226
– – 0.1% 113
2024
Q2 		$303K Buy
7,226
+25
+0.3% +$1.02K 0.08% 118
2024
Q1 		$258K Sell
7,201
-1,240
-15% -$42.7K 0.07% 131
2023
Q4 		$349K Sell
8,441
-11,900
-59% -$459K 0.11% 108
2023
Q3 		$752K Sell
20,341
-475
-2% -$19.3K 0.26% 84
2023
Q2 		$888K Buy
20,816
+75
+0.4% +$3.4K 0.29% 79
2023
Q1 		$1.02M Buy
20,741
+2,040
+11% +$98.9K 0.34% 77
2022
Q4 		$883K Buy
18,701
+2,100
+13% +$93.8K 0.32% 80
2022
Q3 		$698K Buy
16,601
+4,550
+38% +$213K 0.26% 89
2022
Q2 		$719K Sell
12,051
-350
-3% -$24.8K 0.25% 88
2022
Q1 		$985K Buy
12,401
+300
+2% +$20.3K 0.28% 88
2021
Q4 		$751K Buy
12,101
+7,600
+169% +$431K 0.21% 97
2021
Q3 		$244K Hold
4,501
– – 0.07% 137
2021
Q2 		$285K Buy
4,501
+1
+0% +$67 0.08% 129
2021
Q1 		$271K Hold
4,500
– – 0.09% 125
2020
Q4 		$270K Buy
+4,500
New +$277K 0.09% 118
2020
Q2 		– Sell
-656
Closed -$29K – 432
2020
Q1 		$29K Hold
656
– – 0.02% 238
2019
Q4 		$28K Hold
656
– – 0.01% 268
2019
Q3 		$25K Hold
656
– – 0.01% 272
2019
Q2 		$25K Buy
+656
New +$22.2K 0.01% 276

Other funds holding NEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s NEM Position: Q4 2024 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Newmont (NEM) in Q4 2024, closing a stake of 7,226 shares — an estimated $386K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in NEM in Q2 2019 and held it in 20 quarters. The position peaked at $1.02M in Q1 2023. 1,162 funds tracked by Wall St. Rank hold NEM as of Q4 2024.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Newmont position as of Q4 2024 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 7,226 Newmont shares in Q4 2024, an estimated $386K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Newmont in Q2 2019 and held it in 20 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Newmont position peaked at $1.02M in Q1 2023.
  • 1,162 funds tracked by Wall St. Rank held Newmont as of Q4 2024.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q4 2024, filed 4 Feb 2025.