Sugarloaf Wealth Management’s Newmont NEM Stock Holding History

Sugarloaf Wealth Management’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 Q2	–	Sell	-2	Closed	-$144	–	706
2023 Q1	$144	Sell	2 -6,904	-100%	-$335K	﹤0.01%	683
2022 Q4	$326K	Sell	6,906 -716	-9%	-$32K	0.08%	96
2022 Q3	$321K	Buy	7,622 +4,873	+177%	+$228K	0.08%	95
2022 Q2	$164K	Buy	+2,749	New	+$194K	0.04%	143
2020 Q1	–	Sell	-200	Closed	-$9K	–	719
2019 Q4	$9K	Buy	+200	New	+$7.82K	﹤0.01%	476

Other funds holding NEM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $21.4B AUM 8.31% 1-Year Est. Return

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

Sugarloaf Wealth Management's NEM Position: Q2 2023 in Review

Sugarloaf Wealth Management sold out of Newmont (NEM) in Q2 2023, closing a stake of 2 shares — an estimated $144 sold.

Sugarloaf Wealth Management first reported a position in NEM in Q4 2019 and held it in 5 quarters. The position peaked at $326K in Q4 2022. 1,055 funds tracked by Wall St. Rank hold NEM as of Q2 2023.

Sugarloaf Wealth Management reported no remaining Newmont position as of Q2 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 2 Newmont shares in Q2 2023, an estimated $144.
Sugarloaf Wealth Management first reported a position in Newmont in Q4 2019 and held it in 5 quarters.
Sugarloaf Wealth Management's Newmont position peaked at $326K in Q4 2022.
1,055 funds tracked by Wall St. Rank held Newmont as of Q2 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.