Welch Group’s Northern Dynasty Minerals NAK Stock Holding History

Welch Group’s Portfolio NAK Stock Details NAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,000	Closed	-$3.25K	–	233
2023 Q3	$3.25K	Hold	10,000	–	–	﹤0.01%	214
2023 Q2	$2.4K	Hold	10,000	–	–	﹤0.01%	217
2023 Q1	$2.39K	Hold	10,000	–	–	﹤0.01%	216
2022 Q4	$2.21K	Hold	10,000	–	–	﹤0.01%	219
2022 Q3	$2K	Hold	10,000	–	–	﹤0.01%	180
2022 Q2	$3K	Hold	10,000	–	–	﹤0.01%	201
2022 Q1	$4K	Hold	10,000	–	–	﹤0.01%	214
2021 Q4	$3K	Buy	+10,000	New	+$4K	﹤0.01%	217

Other funds holding NAK

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Cadinha & Co Honolulu, Hawaii $537M AUM 33.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Welch Group's NAK Position: Q4 2023 in Review

Welch Group sold out of Northern Dynasty Minerals (NAK) in Q4 2023, closing a stake of 10,000 shares — an estimated $3.25K sold.

Welch Group first reported a position in NAK in Q4 2021 and held it in 8 quarters. The position peaked at $4K in Q1 2022. 90 funds tracked by Wall St. Rank hold NAK as of Q4 2023.

Welch Group reported no remaining Northern Dynasty Minerals position as of Q4 2023 after selling out during the quarter.
Welch Group sold 10,000 Northern Dynasty Minerals shares in Q4 2023, an estimated $3.25K.
Welch Group first reported a position in Northern Dynasty Minerals in Q4 2021 and held it in 8 quarters.
Welch Group's Northern Dynasty Minerals position peaked at $4K in Q1 2022.
90 funds tracked by Wall St. Rank held Northern Dynasty Minerals as of Q4 2023.

Based on Welch Group's 13F filing for Q4 2023, filed 23 Jan 2024.