Trellus Management Company’s Sibanye-Stillwater SBSW Stock Holding History

Trellus Management Company’s Portfolio SBSW Stock Details SBSW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-80,000	Closed	-$499K	–	69
2023 Q2	$499K	Hold	80,000	–	–	0.62%	40
2023 Q1	$666K	Sell	80,000 -1,834	-2%	-$17.8K	0.78%	23
2022 Q4	$872K	Hold	81,834	–	–	1.1%	18
2022 Q3	$763K	Buy	81,834 +16,834	+26%	+$160K	0.93%	15
2022 Q2	$648K	Buy	+65,000	New	+$849K	0.79%	22

Other funds holding SBSW

LIM

Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Condire Management Dallas, Texas $1.03B AUM 162.78% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Trellus Management Company's SBSW Position: Q3 2023 in Review

Trellus Management Company sold out of Sibanye-Stillwater (SBSW) in Q3 2023, closing a stake of 80,000 shares — an estimated $499K sold.

Trellus Management Company first reported a position in SBSW in Q2 2022 and held it in 5 quarters. The position peaked at $872K in Q4 2022. 187 funds tracked by Wall St. Rank hold SBSW as of Q3 2023.

Trellus Management Company reported no remaining Sibanye-Stillwater position as of Q3 2023 after selling out during the quarter.
Trellus Management Company sold 80,000 Sibanye-Stillwater shares in Q3 2023, an estimated $499K.
Trellus Management Company first reported a position in Sibanye-Stillwater in Q2 2022 and held it in 5 quarters.
Trellus Management Company's Sibanye-Stillwater position peaked at $872K in Q4 2022.
187 funds tracked by Wall St. Rank held Sibanye-Stillwater as of Q3 2023.

Based on Trellus Management Company's 13F filing for Q3 2023, filed 24 Oct 2023.