CHICAGO TRUST Co NA NEM NEWMONT CORP

Ownership history in CHICAGO TRUST Co NA  ·  11 quarters on record

AI Ownership Summary

CHICAGO TRUST Co NA reported NEWMONT CORP (NEM) in 11 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.5% in 2026 Q1. The latest visible filing shows NEM at 0.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CHICAGO TRUST Co NA's position in NEWMONT CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NEM was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CHICAGO TRUST Co NA held NEM — position size vs. price
% of Fund (quarterly)    NEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 29,171 +2,402 +9.0% 0.50% $3.2M 2026-04-24 $120.70
2025 Q4 ADDED 26,769 +515 +2.0% 0.42% $2.7M 2026-02-17 $122.06
2025 Q3 ADDED 26,254 +15,038 +134.1% 0.31% $2.2M 2025-10-10 $84.72
2025 Q2 ADDED 11,216 +4,697 +72.1% 0.09% $653K 2025-07-14 $60.32
2025 Q1 ADDED 6,519 +1,098 +20.3% 0.06% $315K 2025-04-14 $54.09
2024 Q4 ADDED 5,421 +219 +4.2% 0.04% $202K 2025-01-13 $38.44
2024 Q3 ADDED 5,202 +363 +7.5% 0.05% $278K 2024-10-10 $52.09
2024 Q2 REDUCED 9.3% +28.3% 4,839 -496 -9.3% 0.04% $203K 2024-07-11 $45.79
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CHICAGO TRUST Co NA and NEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has CHICAGO TRUST Co NA reported owning NEM?

CHICAGO TRUST Co NA reported NEM across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported NEM position in CHICAGO TRUST Co NA's portfolio?

The largest reported portfolio weight for NEM was 0.50% in 2026 Q1.

What is the latest reported NEM position on this page?

The most recent filing on this page is 2026 Q1, when CHICAGO TRUST Co NA reported 29,171 shares, equal to 0.50% of portfolio, with an estimated market value of $3.2M.

What does the chart on this NEM ownership page compare?

The chart compares CHICAGO TRUST Co NA's quarterly NEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CHICAGO TRUST Co NA time their NEM position?

Based on 13F filing dates vs. subsequent NEM price moves, CHICAGO TRUST Co NA correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on NEM relative to SPY over the holding period was +9.5%.

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