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Steward Financial Group’s Newmont NEM Stock Holding History

Steward Financial Group’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
Q3 		$6K Sell
166
-81
-33% -$3.29K ﹤0.01% 556
2023
Q2 		$10K Buy
+247
New +$11.2K ﹤0.01% 381
2022
Q3 		– Sell
-140
Closed -$8K – 877
2022
Q2 		$8K Buy
+140
New +$9.9K 0.01% 276

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Financial Group's NEM Position: Q3 2023 in Review

Steward Financial Group reduced its Newmont (NEM) stake by 33% in Q3 2023, selling an estimated $3.29K and leaving 166 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

Steward Financial Group first reported a position in NEM in Q2 2022 and has held it in 3 quarters since. The position peaked at $10K in Q2 2023. 1,005 funds tracked by Wall St. Rank hold NEM as of Q3 2023.

  • Steward Financial Group held 166 shares of Newmont worth $6K as of Q3 2023.
  • Steward Financial Group sold 81 Newmont shares in Q3 2023, an estimated $3.29K.
  • Newmont made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #556 holding.
  • Steward Financial Group first reported a position in Newmont in Q2 2022 and has held it in 3 quarters since.
  • Steward Financial Group's Newmont position peaked at $10K in Q2 2023.
  • 1,005 funds tracked by Wall St. Rank held Newmont as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.