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Valley Wealth Managers’s Newmont NEM Stock Holding History

Valley Wealth Managers’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
2025
Q1 		– Sell
-333,414
Closed -$14.6M – 401
2024
Q4 		$12.4M Buy
333,414
+28,088
+9% +$1.28M 0.93% 46
2024
Q3 		$16.3M Sell
305,326
-2,181
-0.7% -$108K 1.21% 43
2024
Q2 		$12.9M Buy
307,507
+13,223
+4% +$541K 1.03% 43
2024
Q1 		$10.5M Buy
294,284
+68,153
+30% +$2.35M 0.79% 47
2023
Q4 		$9.36M Sell
226,131
-65,201
-22% -$2.52M 0.73% 49
2023
Q3 		$10.8M Buy
291,332
+11,735
+4% +$477K 0.9% 46
2023
Q2 		$11.9M Buy
279,597
+106
+0% +$4.81K 1.07% 43
2023
Q1 		$13.7M Buy
279,491
+36,561
+15% +$1.77M 1.25% 40
2022
Q4 		$11.5M Sell
242,930
-21,435
-8% -$957K 1.06% 44
2022
Q3 		$11.1M Buy
264,365
+12,222
+5% +$571K 1.11% 44
2022
Q2 		$15M Sell
252,143
-7,048
-3% -$499K 1.41% 35
2022
Q1 		$20.6M Sell
259,191
-12,829
-5% -$868K 1.72% 21
2021
Q4 		$16.9M Buy
272,020
+49,255
+22% +$2.79M 1.35% 39
2021
Q3 		$12.1M Buy
222,765
+4,268
+2% +$252K 1.05% 45
2021
Q2 		$13.8M Buy
218,497
+3,437
+2% +$230K 1.17% 43
2021
Q1 		$13M Buy
215,060
+24,984
+13% +$1.49M 1.16% 43
2020
Q4 		$11.4M Buy
190,076
+6,098
+3% +$376K 1.11% 42
2020
Q3 		$11.7M Buy
183,978
+37,115
+25% +$2.42M 1.29% 37
2020
Q2 		$9.07M Buy
+146,863
New +$8.69M 1.02% 43

Other funds holding NEM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Valley Wealth Managers's NEM Position: Q1 2025 in Review

Valley Wealth Managers sold out of Newmont (NEM) in Q1 2025, closing a stake of 333,414 shares — an estimated $14.6M sold.

Valley Wealth Managers first reported a position in NEM in Q2 2020 and held it in 19 quarters. The position peaked at $20.6M in Q1 2022. 1,229 funds tracked by Wall St. Rank hold NEM as of Q1 2025.

  • Valley Wealth Managers reported no remaining Newmont position as of Q1 2025 after selling out during the quarter.
  • Valley Wealth Managers sold 333,414 Newmont shares in Q1 2025, an estimated $14.6M.
  • Valley Wealth Managers first reported a position in Newmont in Q2 2020 and held it in 19 quarters.
  • Valley Wealth Managers's Newmont position peaked at $20.6M in Q1 2022.
  • 1,229 funds tracked by Wall St. Rank held Newmont as of Q1 2025.

Based on Valley Wealth Managers's 13F filing for Q1 2025, filed 7 May 2025.