Bedel Financial Consulting’s NewMarket NEU Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-64	Closed	-$21K	–	626
2022 Q1	$21K	Hold	64	–	–	0.01%	542
2021 Q4	$22K	Buy	64 +1	+2%	+$345	0.01%	548
2021 Q3	$21K	Hold	63	–	–	0.01%	542
2021 Q2	$20K	Hold	63	–	–	0.01%	555
2021 Q1	$24K	Buy	63 +1	+2%	+$400	0.01%	484
2020 Q4	$25K	Hold	62	–	–	0.01%	418
2020 Q3	$21K	Hold	62	–	–	0.01%	414
2020 Q2	$25K	Hold	62	–	–	0.01%	373
2020 Q1	$24K	Buy	62 +1	+2%	+$422	0.02%	367
2019 Q4	$30K	Hold	61	–	–	0.02%	362
2019 Q3	$29K	Hold	61	–	–	0.02%	356
2019 Q2	$24K	Buy	61 +1	+2%	+$413	0.01%	375
2019 Q1	$26K	Hold	60	–	–	0.02%	362
2018 Q4	$25K	Hold	60	–	–	0.02%	340
2018 Q3	$23K	Hold	60	–	–	0.02%	364
2018 Q2	$24K	Buy	60 +1	+2%	+$391	0.02%	350
2018 Q1	$24K	Buy	+59	New	+$24K	0.02%	361

Other funds holding NEU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bedel Financial Consulting's NEU Position: Q2 2022 in Review

Bedel Financial Consulting sold out of NewMarket (NEU) in Q2 2022, closing a stake of 64 shares — an estimated $21K sold.

Bedel Financial Consulting first reported a position in NEU in Q1 2018 and held it in 17 quarters. The position peaked at $30K in Q4 2019. 217 funds tracked by Wall St. Rank hold NEU as of Q2 2022.

Bedel Financial Consulting reported no remaining NewMarket position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 64 NewMarket shares in Q2 2022, an estimated $21K.
Bedel Financial Consulting first reported a position in NewMarket in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's NewMarket position peaked at $30K in Q4 2019.
217 funds tracked by Wall St. Rank held NewMarket as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.