3IP
NEU icon

3Chopt Investment Partners’s NewMarket NEU Stock Holding History

3Chopt Investment Partners’s Portfolio NEU Stock Details NEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-225
Closed -$70.5K – 219
2022
Q4 		$70.5K Buy
+225
New +$69.2K 0.04% 181

Other funds holding NEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

3Chopt Investment Partners's NEU Position: Q1 2023 in Review

3Chopt Investment Partners sold out of NewMarket (NEU) in Q1 2023, closing a stake of 225 shares — an estimated $70.5K sold.

3Chopt Investment Partners first reported a position in NEU in Q4 2022 and held it in 1 quarter. The position peaked at $70.5K in Q4 2022. 263 funds tracked by Wall St. Rank hold NEU as of Q1 2023.

  • 3Chopt Investment Partners reported no remaining NewMarket position as of Q1 2023 after selling out during the quarter.
  • 3Chopt Investment Partners sold 225 NewMarket shares in Q1 2023, an estimated $70.5K.
  • 3Chopt Investment Partners first reported a position in NewMarket in Q4 2022 and held it in 1 quarter.
  • 3Chopt Investment Partners's NewMarket position peaked at $70.5K in Q4 2022.
  • 263 funds tracked by Wall St. Rank held NewMarket as of Q1 2023.

Based on 3Chopt Investment Partners's 13F filing for Q1 2023, filed 23 May 2023.