Neumann Capital Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 6, 2024
Value $
$301M
Signature - Title
Caroline Gorham - Chief Compliance Officer
Location
Foster City, CA
Summary
This page shows a list of all the recent 13F filings made by Neumann Capital Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Neumann Capital Management, LLC reported 101 stock holdings with total value $301M as of Q3 2024. Top holdings included NVDA, IEFA, AAPL, SPY, and IJR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 101 $301M +$5.51M -$14.4M -$8.91M NVDA, IEFA, AAPL, SPY, IJR 13F-HR 11/6/2024, 10:16 AM
Q2 2024 98 $291M +$27.8M -$3.51M +$24.3M NVDA, IEFA, AAPL, SPY, IJH 13F-HR 8/9/2024, 09:13 AM
Q1 2024 98 $281M +$21.5M -$3.27M +$18.2M IEFA, NVDA, SPY, AAPL, IJH 13F-HR 5/8/2024, 01:59 PM
Q4 2023 91 $252M +$5.51M -$5.19M +$321K IEFA, AAPL, SPY, IJR, IJH 13F-HR 2/7/2024, 10:55 AM
Q3 2023 93 $229M +$3.76M -$5.4M -$1.64M IEFA, AAPL, SPY, IJH, IJR 13F-HR 11/3/2023, 03:45 PM
Q2 2023 92 $242M +$6.89M -$6.22M +$666K AAPL, IEFA, SPY, IJR, IJH 13F-HR 8/10/2023, 01:11 PM
Q1 2023 90 $228M +$6.25M -$4.65M +$1.6M IEFA, AAPL, IEMG, IJR, SPY 13F-HR 5/2/2023, 03:16 PM
Q4 2022 89 $213M +$14M -$10.6M +$3.45M IEFA, AAPL, IJR, SPY, IJH 13F-HR 2/6/2023, 05:29 PM
Q3 2022 86 $194M +$24.2M -$10.3M +$13.9M AAPL, IJR, SPY, IJH, SDY 13F-HR 11/14/2022, 09:03 AM
Q2 2022 81 $197M +$6.87M -$6.99M -$121K AAPL, IJR, SPY, IJH, EFA 13F-HR 7/20/2022, 04:58 PM
Q1 2022 87 $235M +$5.66M -$4.57M +$1.09M AAPL, IJR, SPY, EFA, IJH 13F-HR 5/9/2022, 05:23 PM
Q4 2021 91 $245M +$8.4M -$3.28M +$5.13M AAPL, EFA, IJR, SPY, IJH 13F-HR 2/3/2022, 03:17 PM
Q3 2021 86 $223M +$11.8M -$5.14M +$6.65M EFA, IJR, AAPL, SPY, IJH 13F-HR 11/1/2021, 03:57 PM
Q2 2021 85 $223M +$6.1M -$7.78M -$1.68M EFA, IJR, IJH, SPY, AAPL 13F-HR 7/21/2021, 02:10 PM
Q1 2021 81 $210M +$3.44M -$6.11M -$2.67M EFA, IJR, IJH, EEMV, SPY 13F-HR 5/13/2021, 04:34 PM
Q4 2020 78 $198M +$9.67M -$2.49M +$7.18M EFA, EEMV, IJR, AAPL, IJH 13F-HR 2/3/2021, 06:05 PM
Q3 2020 74 $174M +$11M -$2.57M +$8.45M EEMV, EFA, AAPL, IJR, SPY 13F-HR 11/2/2020, 11:47 AM
Q2 2020 70 $163M +$3.24M -$2.03M +$1.21M EEMV, EFA, IJR, AAPL, IJH 13F-HR 7/23/2020, 04:55 PM
Q1 2020 69 $137M +$4.94M -$2.18M +$2.76M EEMV, EFA, SPY, IJR, IJH 13F-HR 5/13/2020, 02:47 PM
Q4 2019 70 $172M +$2.21M -$3.49M -$1.29M EEMV, IJR, IJH, DGS, SPY 13F-HR 1/24/2020, 10:04 AM
Q3 2019 72 $162M +$1.18M -$1.67M -$492K EEMV, IJR, IJH, SPY, VNQ 13F-HR 10/28/2019, 04:38 PM
Q2 2019 73 $161M +$4.05M -$1.68M +$2.37M EEMV, IJR, IJH, DGS, SPY 13F-HR 7/25/2019, 03:28 PM
Q1 2019 73 $156M +$10.4M -$2.37M +$8M EEMV, IJR, IJH, DGS, SPY 13F-HR 5/9/2019, 11:45 AM
Q4 2018 70 $133M +$649K -$11.8M -$11.1M IJR, EEMV, IJH, SPY, VNQ 13F-HR 1/29/2019, 05:33 PM
Q3 2018 75 $170M +$2.57M -$753K +$1.82M IJR, IJH, EEMV, SPY, VNQ 13F-HR 11/1/2018, 09:47 AM
Q2 2018 73 $159M +$3.5M -$3.33M +$174K IJR, IJH, EEMV, VNQ, SPY 13F-HR 8/10/2018, 05:25 PM
Q1 2018 75 $157M +$8.27M -$10.4M -$2.11M IJR, EEMV, IJH, SPY, VNQ 13F-HR 5/9/2018, 04:02 PM
Q4 2017 74 $162M +$5.09M -$8.47M -$3.39M IJR, IJH, EEMV, SPY, VNQ 13F-HR 2/5/2018, 11:40 AM
Q3 2017 73 $160M +$4.25M -$4.87M -$624K IJR, IJH, EEMV, VNQ, SPY 13F-HR 11/14/2017, 09:04 AM
Q2 2017 70 $154M +$4.79M -$6.1M -$1.31M IJR, IJH, EEMV, VNQ, SPY 13F-HR 8/7/2017, 04:30 PM
Q1 2017 69 $153M +$5.46M -$7.91M -$2.44M IJR, IJH, VNQ, EEMV, SPY 13F-HR 5/9/2017, 09:21 PM
Q4 2016 71 $154M +$2.83M -$3.26M -$431K IJR, IJH, VNQ, SPY, AMLP 13F-HR 2/3/2017, 04:44 PM
Q3 2016 72 $150M +$1.18M -$4.11M -$2.93M IJR, IJH, VNQ, EEMV, AMLP 13F-HR 11/2/2016, 02:55 PM
Q2 2016 73 $150M +$421K -$3.34M -$2.92M IJR, VNQ, IJH, EEMV, GILD 13F-HR 8/10/2016, 03:00 PM
Q1 2016 76 $151M +$6.94M -$1.24M +$5.7M IJR, IJH, VNQ, GILD, EEMV 13F-HR 5/2/2016, 11:30 AM
Q4 2015 76 $143M +$5.34M -$8.33M -$2.99M GILD, IJR, IJH, SPY, VNQ 13F-HR 2/2/2016, 05:05 PM
Q3 2015 76 $141M +$3.84M -$3.22M +$616K GILD, IJR, IJH, SPY, VNQ 13F-HR 11/10/2015, 04:22 PM
Q2 2015 80 $156M +$3.95M -$2.95M +$1M GILD, IJR, IJH, EEMV, SPY 13F-HR 8/6/2015, 01:35 PM
Q1 2015 83 $156M +$2.42M -$1.01M +$1.4M GILD, IJH, IJR, EEMV, SPY 13F-HR 4/30/2015, 06:45 AM
Q4 2014 86 $153M $0 $0 GILD, IJH, IJR, AMLP, ORCL 13F-HR 2/2/2015, 04:44 PM