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Anchor Investment Management’s NewMarket NEU Stock Holding History

Anchor Investment Management’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
2020
Q1 		– Sell
-25
Closed -$12.2K – 875
2019
Q4 		$12.2K Hold
25
– – ﹤0.01% 622
2019
Q3 		$11.8K Hold
25
– – ﹤0.01% 625
2019
Q2 		$10K Hold
25
– – ﹤0.01% 631
2019
Q1 		$10.8K Hold
25
– – ﹤0.01% 613
2018
Q4 		$10.3K Hold
25
– – ﹤0.01% 615
2018
Q3 		$10.1K Hold
25
– – ﹤0.01% 647
2018
Q2 		$10.1K Hold
25
– – ﹤0.01% 652
2018
Q1 		$10K Buy
+25
New +$10.2K ﹤0.01% 633

Other funds holding NEU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Anchor Investment Management's NEU Position: Q1 2020 in Review

Anchor Investment Management sold out of NewMarket (NEU) in Q1 2020, closing a stake of 25 shares — an estimated $12.2K sold.

Anchor Investment Management first reported a position in NEU in Q1 2018 and held it in 8 quarters. The position peaked at $12.2K in Q4 2019. 269 funds tracked by Wall St. Rank hold NEU as of Q1 2020.

  • Anchor Investment Management reported no remaining NewMarket position as of Q1 2020 after selling out during the quarter.
  • Anchor Investment Management sold 25 NewMarket shares in Q1 2020, an estimated $12.2K.
  • Anchor Investment Management first reported a position in NewMarket in Q1 2018 and held it in 8 quarters.
  • Anchor Investment Management's NewMarket position peaked at $12.2K in Q4 2019.
  • 269 funds tracked by Wall St. Rank held NewMarket as of Q1 2020.

Based on Anchor Investment Management's 13F filing for Q1 2020, filed 2 Jan 2024.