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 $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tompkins Financial's NEM Position: Q2 2023 in Review

Tompkins Financial sold out of Newmont (NEM) in Q2 2023, closing a stake of 1,630 shares — an estimated $79.9K sold.

Tompkins Financial first reported a position in NEM in Q2 2013 and held it in 17 quarters. The position peaked at $209K in Q1 2022. 1,056 funds tracked by Wall St. Rank hold NEM as of Q2 2023.

Tompkins Financial reported no remaining Newmont position as of Q2 2023 after selling out during the quarter.
Tompkins Financial sold 1,630 Newmont shares in Q2 2023, an estimated $79.9K.
Tompkins Financial first reported a position in Newmont in Q2 2013 and held it in 17 quarters.
Tompkins Financial's Newmont position peaked at $209K in Q1 2022.
1,056 funds tracked by Wall St. Rank held Newmont as of Q2 2023.

Based on Tompkins Financial's 13F filing for Q2 2023, filed 12 Jul 2023.