Syntax Advisors’s Newmont NEM Stock Holding History

Syntax Advisors’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	$235K	Buy	6,353 +458	+8%	+$18.6K	0.21%	125
2023 Q2	$251K	Sell	5,895 -135	-2%	-$6.13K	0.2%	117
2023 Q1	$296K	Sell	6,030 -1,352	-18%	-$65.5K	0.22%	87
2022 Q4	$348K	Sell	7,382 -1,047	-12%	-$46.7K	0.29%	61
2022 Q3	$354K	Buy	8,429 +3,344	+66%	+$156K	0.3%	47
2022 Q2	$303K	Buy	5,085 +857	+20%	+$60.6K	0.25%	77
2022 Q1	$336K	Sell	4,228 -2,346	-36%	-$159K	0.28%	77
2021 Q4	$408K	Buy	+6,574	New	+$373K	0.3%	48

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

Syntax Advisors's NEM Position: Q3 2023 in Review

Syntax Advisors increased its Newmont (NEM) stake by 7.8% in Q3 2023, buying an estimated $18.6K and bringing the position to 6,353 shares worth $235K. The position accounts for 0.21% of the portfolio, ranked #125.

Syntax Advisors first reported a position in NEM in Q4 2021 and has held it in 8 quarters since. The position peaked at $408K in Q4 2021. 1,005 funds tracked by Wall St. Rank hold NEM as of Q3 2023.

Syntax Advisors held 6,353 shares of Newmont worth $235K as of Q3 2023.
Syntax Advisors bought 458 Newmont shares in Q3 2023, an estimated $18.6K.
Newmont made up 0.21% of Syntax Advisors's portfolio in Q3 2023, its #125 holding.
Syntax Advisors first reported a position in Newmont in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's Newmont position peaked at $408K in Q4 2021.
1,005 funds tracked by Wall St. Rank held Newmont as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.