Wintrust Investments’s Newmont NEM Stock Holding History

Wintrust Investments’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
2024 Q4	$246K	Sell	6,660 -9,100	-58%	-$415K	0.22%	78
2024 Q3	$815K	Sell	15,760 -167,246	-91%	-$8.31M	0.6%	31
2024 Q2	$13.9M	Sell	183,006 -12,163	-6%	-$497K	1.13%	17
2024 Q1	$7.01M	Buy	195,169 +101,596	+109%	+$3.5M	0.62%	32
2023 Q4	$3.88M	Buy	93,573 +14,082	+18%	+$544K	0.38%	53
2023 Q3	$2.97M	Buy	79,491 +48,194	+154%	+$1.96M	0.31%	67
2023 Q2	$1.33M	Buy	31,297 +1,738	+6%	+$78.9K	0.13%	143
2023 Q1	$1.45M	Buy	29,559 +20,451	+225%	+$991K	0.18%	107
2022 Q4	$430K	Buy	+9,108	New	+$407K	0.06%	232
2022 Q3	–	Sell	-6,060	Closed	-$362K	–	401
2022 Q2	$362K	Buy	6,060 +601	+11%	+$42.5K	0.04%	275
2022 Q1	$434K	Buy	5,459 +656	+14%	+$44.4K	0.04%	266
2021 Q4	$298K	Buy	+4,803	New	+$272K	0.03%	336

Other funds holding NEM

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Wintrust Investments's NEM Position: Q4 2024 in Review

Wintrust Investments reduced its Newmont (NEM) stake by 58% in Q4 2024, selling an estimated $415K and leaving 6,660 shares worth $246K. The position accounts for 0.22% of the portfolio, ranked #78.

Wintrust Investments first reported a position in NEM in Q4 2021 and has held it in 12 quarters since. The position peaked at $13.9M in Q2 2024. 1,163 funds tracked by Wall St. Rank hold NEM as of Q4 2024.

Wintrust Investments held 6,660 shares of Newmont worth $246K as of Q4 2024.
Wintrust Investments sold 9,100 Newmont shares in Q4 2024, an estimated $415K.
Newmont made up 0.22% of Wintrust Investments's portfolio in Q4 2024, its #78 holding.
Wintrust Investments first reported a position in Newmont in Q4 2021 and has held it in 12 quarters since.
Wintrust Investments's Newmont position peaked at $13.9M in Q2 2024.
1,163 funds tracked by Wall St. Rank held Newmont as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.