Altshuler Shaham’s NewMarket NEU Stock Holding History

Altshuler Shaham’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
2026 Q1	–	Sell	-5	Closed	-$3.44K	–	468
2025 Q4	$3.44K	Buy	+5	New	+$3.82K	﹤0.01%	357
2025 Q3	–	Sell	-7	Closed	-$4.84K	–	399
2025 Q2	$4.84K	Buy	+7	New	+$4.34K	﹤0.01%	230
2024 Q2	–	Sell	-6	Closed	-$3.81K	–	338
2024 Q1	$3.81K	Buy	+6	New	+$3.6K	﹤0.01%	251
2021 Q1	–	Sell	-253	Closed	-$101K	–	512
2020 Q4	$101K	Sell	253 -56	-18%	-$20.9K	﹤0.01%	201
2020 Q3	$106K	Sell	309 -35	-10%	-$13.3K	﹤0.01%	182
2020 Q2	$138K	Buy	+344	New	+$142K	﹤0.01%	147

Other funds holding NEU

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Altshuler Shaham's NEU Position: Q1 2026 in Review

Altshuler Shaham sold out of NewMarket (NEU) in Q1 2026, closing a stake of 5 shares — an estimated $3.44K sold.

Altshuler Shaham first reported a position in NEU in Q2 2020 and held it in 6 quarters. The position peaked at $138K in Q2 2020. 383 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

Altshuler Shaham reported no remaining NewMarket position as of Q1 2026 after selling out during the quarter.
Altshuler Shaham sold 5 NewMarket shares in Q1 2026, an estimated $3.44K.
Altshuler Shaham first reported a position in NewMarket in Q2 2020 and held it in 6 quarters.
Altshuler Shaham's NewMarket position peaked at $138K in Q2 2020.
383 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Altshuler Shaham's 13F filing for Q1 2026, filed 18 May 2026.