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Creative Financial Designs’s NewMarket NEU Stock Holding History

Creative Financial Designs’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
2021
Q4 		– Sell
-8
Closed -$3K – 1359
2021
Q3 		$3K Hold
8
– – ﹤0.01% 1257
2021
Q2 		$3K Hold
8
– – ﹤0.01% 1272
2021
Q1 		$3K Hold
8
– – ﹤0.01% 1163
2020
Q4 		$3K Hold
8
– – ﹤0.01% 1081
2020
Q3 		$3K Buy
+8
New +$3.04K ﹤0.01% 1039

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Financial Designs's NEU Position: Q4 2021 in Review

Creative Financial Designs sold out of NewMarket (NEU) in Q4 2021, closing a stake of 8 shares — an estimated $3K sold.

Creative Financial Designs first reported a position in NEU in Q3 2020 and held it in 5 quarters. The position peaked at $3K in Q3 2021. 246 funds tracked by Wall St. Rank hold NEU as of Q4 2021.

  • Creative Financial Designs reported no remaining NewMarket position as of Q4 2021 after selling out during the quarter.
  • Creative Financial Designs sold 8 NewMarket shares in Q4 2021, an estimated $3K.
  • Creative Financial Designs first reported a position in NewMarket in Q3 2020 and held it in 5 quarters.
  • Creative Financial Designs's NewMarket position peaked at $3K in Q3 2021.
  • 246 funds tracked by Wall St. Rank held NewMarket as of Q4 2021.

Based on Creative Financial Designs's 13F filing for Q4 2021, filed 26 Jan 2022.