Tompkins Financial’s Newmont NEM Stock Holding History

Tompkins Financial’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	-1,630	Closed	-$79.9K	–	630
2023 Q1	$79.9K	Hold	1,630	–	–	0.01%	290
2022 Q4	$77K	Hold	1,630	–	–	0.01%	292
2022 Q3	$69K	Hold	1,630	–	–	0.01%	298
2022 Q2	$97K	Sell	1,630 -1,000	-38%	-$70.8K	0.02%	268
2022 Q1	$209K	Buy	2,630 +1,630	+163%	+$110K	0.03%	185
2021 Q4	$62K	Hold	1,000	–	–	0.01%	210
2021 Q3	$54K	Buy	+1,000	New	+$59K	0.01%	222
2021 Q1	$60K	Buy	+1,000	New	+$59.8K	0.01%	239
2018 Q4	–	Sell	-40	Closed	-$1K	–	415
2018 Q3	$1K	Buy	+40	New	+$1.35K	﹤0.01%	410
2015 Q2	–	Sell	-15	Closed	–	–	529
2015 Q1	$0	Hold	15	–	–	﹤0.01%	535
2014 Q4	$0	Hold	15	–	–	﹤0.01%	487
2014 Q3	$0	Hold	15	–	–	﹤0.01%	506
2014 Q2	$0	Sell	15 -51	-77%	-$1.23K	﹤0.01%	535
2014 Q1	$2K	Buy	66 +51	+340%	+$1.21K	﹤0.01%	475
2013 Q4	$0	Hold	15	–	–	﹤0.01%	542
2013 Q3	$0	Sell	15 -485	-97%	-$14.4K	﹤0.01%	486
2013 Q2	$15K	Buy	+500	New	+$16.8K	﹤0.01%	377

Other funds holding NEM

BlackRock New York $5.7T 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

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

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

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

Flossbach Von Storch

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