Caitlin John’s NewMarket NEU Stock Holding History

Caitlin John’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
2025 Q2	–	Sell	-416	Closed	-$236K	–	157
2025 Q1	$236K	Sell	416 -145	-26%	-$76.4K	0.23%	114
2024 Q4	$296K	Sell	561 -9	-2%	-$4.82K	0.2%	106
2024 Q3	$313K	Buy	+570	New	+$312K	0.2%	110

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Caitlin John's NEU Position: Q2 2025 in Review

Caitlin John sold out of NewMarket (NEU) in Q2 2025, closing a stake of 416 shares — an estimated $236K sold.

Caitlin John first reported a position in NEU in Q3 2024 and held it in 3 quarters. The position peaked at $313K in Q3 2024. 357 funds tracked by Wall St. Rank hold NEU as of Q2 2025.

Caitlin John reported no remaining NewMarket position as of Q2 2025 after selling out during the quarter.
Caitlin John sold 416 NewMarket shares in Q2 2025, an estimated $236K.
Caitlin John first reported a position in NewMarket in Q3 2024 and held it in 3 quarters.
Caitlin John's NewMarket position peaked at $313K in Q3 2024.
357 funds tracked by Wall St. Rank held NewMarket as of Q2 2025.

Based on Caitlin John's 13F filing for Q2 2025, filed 14 Jul 2025.