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Strategic Wealth Partners’s Harmony Gold Mining HMY Stock Holding History

Strategic Wealth Partners’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
-18,604
Closed -$70K – 288
2023
Q3 		$70K Sell
18,604
-8,505
-31% -$35.1K 0.01% 279
2023
Q2 		$114K Sell
27,109
-1,733
-6% -$7.99K 0.01% 279
2023
Q1 		$118K Sell
28,842
-997
-3% -$3.55K 0.02% 253
2022
Q4 		$101K Hold
29,839
– – 0.02% 257
2022
Q3 		$72.5K Sell
29,839
-2,540
-8% -$7.35K 0.02% 267
2022
Q2 		$101K Sell
32,379
-2,077
-6% -$7.99K 0.02% 239
2022
Q1 		$173K Buy
+34,456
New +$147K 0.03% 247

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Strategic Wealth Partners's HMY Position: Q4 2023 in Review

Strategic Wealth Partners sold out of Harmony Gold Mining (HMY) in Q4 2023, closing a stake of 18,604 shares — an estimated $70K sold.

Strategic Wealth Partners first reported a position in HMY in Q1 2022 and held it in 7 quarters. The position peaked at $173K in Q1 2022. 140 funds tracked by Wall St. Rank hold HMY as of Q4 2023.

  • Strategic Wealth Partners reported no remaining Harmony Gold Mining position as of Q4 2023 after selling out during the quarter.
  • Strategic Wealth Partners sold 18,604 Harmony Gold Mining shares in Q4 2023, an estimated $70K.
  • Strategic Wealth Partners first reported a position in Harmony Gold Mining in Q1 2022 and held it in 7 quarters.
  • Strategic Wealth Partners's Harmony Gold Mining position peaked at $173K in Q1 2022.
  • 140 funds tracked by Wall St. Rank held Harmony Gold Mining as of Q4 2023.

Based on Strategic Wealth Partners's 13F filing for Q4 2023, filed 20 May 2024.