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Stonehaven Wealth & Tax Solutions’s Harmony Gold Mining HMY Stock Holding History

Stonehaven Wealth & Tax Solutions’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
2025
Q1 		– Sell
-12,579
Closed -$103K – 81
2024
Q4 		$103K Buy
+12,579
New +$122K 0.11% 82

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Stonehaven Wealth & Tax Solutions's HMY Position: Q1 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of Harmony Gold Mining (HMY) in Q1 2025, closing a stake of 12,579 shares — an estimated $103K sold.

Stonehaven Wealth & Tax Solutions first reported a position in HMY in Q4 2024 and held it in 1 quarter. The position peaked at $103K in Q4 2024. 197 funds tracked by Wall St. Rank hold HMY as of Q1 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining Harmony Gold Mining position as of Q1 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 12,579 Harmony Gold Mining shares in Q1 2025, an estimated $103K.
  • Stonehaven Wealth & Tax Solutions first reported a position in Harmony Gold Mining in Q4 2024 and held it in 1 quarter.
  • Stonehaven Wealth & Tax Solutions's Harmony Gold Mining position peaked at $103K in Q4 2024.
  • 197 funds tracked by Wall St. Rank held Harmony Gold Mining as of Q1 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2025, filed 15 May 2025.