Stonebridge Capital Advisors’s Harmony Gold Mining HMY Stock Holding History

Stonebridge Capital Advisors’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 Q4	–	Sell	-180	Closed	-$677	–	474
2023 Q3	$677	Hold	180	–	–	﹤0.01%	874
2023 Q2	$756	Hold	180	–	–	﹤0.01%	871
2023 Q1	$738	Hold	180	–	–	﹤0.01%	876
2022 Q4	$612	Hold	180	–	–	﹤0.01%	891
2022 Q3	$0	Hold	180	–	–	﹤0.01%	1051
2022 Q2	$1K	Sell	180 -120	-40%	-$461	﹤0.01%	870
2022 Q1	$2K	Buy	+300	New	+$1.28K	﹤0.01%	907

Other funds holding HMY

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Condire Management Dallas, Texas $1.03B AUM 162.78% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Stonebridge Capital Advisors's HMY Position: Q4 2023 in Review

Stonebridge Capital Advisors sold out of Harmony Gold Mining (HMY) in Q4 2023, closing a stake of 180 shares — an estimated $677 sold.

Stonebridge Capital Advisors first reported a position in HMY in Q1 2022 and held it in 7 quarters. The position peaked at $2K in Q1 2022. 140 funds tracked by Wall St. Rank hold HMY as of Q4 2023.

Stonebridge Capital Advisors reported no remaining Harmony Gold Mining position as of Q4 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 180 Harmony Gold Mining shares in Q4 2023, an estimated $677.
Stonebridge Capital Advisors first reported a position in Harmony Gold Mining in Q1 2022 and held it in 7 quarters.
Stonebridge Capital Advisors's Harmony Gold Mining position peaked at $2K in Q1 2022.
140 funds tracked by Wall St. Rank held Harmony Gold Mining as of Q4 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.