Yorktown Management & Research Company’s Newmark Group NMRK Stock Holding History

Yorktown Management & Research Company’s Portfolio NMRK Stock Details NMRK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-31,800	Closed	-$256K	–	207
2022 Q3	$256K	Buy	31,800 +6,000	+23%	+$61.9K	0.33%	134
2022 Q2	$249K	Sell	25,800 -13,600	-35%	-$157K	0.32%	139
2022 Q1	$627K	Hold	39,400	–	–	0.53%	54
2021 Q4	$737K	Buy	+39,400	New	+$628K	0.5%	48
2020 Q2	–	Sell	-79,300	Closed	-$337K	–	297
2020 Q1	$337K	Sell	79,300 -39,700	-33%	-$389K	0.34%	105
2019 Q4	$1.6M	Hold	119,000	–	–	0.86%	8
2019 Q3	$1.08M	Sell	119,000 -160,358	-57%	-$1.49M	0.58%	33
2019 Q2	$2.51M	Buy	279,358 +93,800	+51%	+$790K	0.95%	19
2019 Q1	$1.55M	Hold	185,558	–	–	0.5%	44
2018 Q4	$1.49M	Buy	+185,558	New	+$1.76M	0.49%	51

Other funds holding NMRK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Yorktown Management & Research Company's NMRK Position: Q4 2022 in Review

Yorktown Management & Research Company sold out of Newmark Group (NMRK) in Q4 2022, closing a stake of 31,800 shares — an estimated $256K sold.

Yorktown Management & Research Company first reported a position in NMRK in Q4 2018 and held it in 10 quarters. The position peaked at $2.51M in Q2 2019. 210 funds tracked by Wall St. Rank hold NMRK as of Q4 2022.

Yorktown Management & Research Company reported no remaining Newmark Group position as of Q4 2022 after selling out during the quarter.
Yorktown Management & Research Company sold 31,800 Newmark Group shares in Q4 2022, an estimated $256K.
Yorktown Management & Research Company first reported a position in Newmark Group in Q4 2018 and held it in 10 quarters.
Yorktown Management & Research Company's Newmark Group position peaked at $2.51M in Q2 2019.
210 funds tracked by Wall St. Rank held Newmark Group as of Q4 2022.

Based on Yorktown Management & Research Company's 13F filing for Q4 2022, filed 26 Jan 2023.