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Waddell & Reed Financial’s Newmont NEM Stock Holding History

Waddell & Reed 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
2021
Q1 		$2.56M Sell
42,400
-8,257
-16% -$494K 0.01% 455
2020
Q4 		$3.03M Sell
50,657
-74,416
-59% -$4.59M 0.01% 452
2020
Q3 		$7.94M Buy
+125,073
New +$8.15M 0.02% 399

Other funds holding NEM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Waddell & Reed Financial's NEM Position: Q1 2021 in Review

Waddell & Reed Financial reduced its Newmont (NEM) stake by 16% in Q1 2021, selling an estimated $494K and leaving 42,400 shares worth $2.56M. The position accounts for 0.01% of the portfolio, ranked #455.

Waddell & Reed Financial first reported a position in NEM in Q3 2020 and has held it in 3 quarters since. The position peaked at $7.94M in Q3 2020. 1,017 funds tracked by Wall St. Rank hold NEM as of Q1 2021.

  • Waddell & Reed Financial held 42,400 shares of Newmont worth $2.56M as of Q1 2021.
  • Waddell & Reed Financial sold 8,257 Newmont shares in Q1 2021, an estimated $494K.
  • Newmont made up 0.01% of Waddell & Reed Financial's portfolio in Q1 2021, its #455 holding.
  • Waddell & Reed Financial first reported a position in Newmont in Q3 2020 and has held it in 3 quarters since.
  • Waddell & Reed Financial's Newmont position peaked at $7.94M in Q3 2020.
  • 1,017 funds tracked by Wall St. Rank held Newmont as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.