Delos Wealth Advisors’s NewMarket NEU Stock Holding History

Delos Wealth Advisors’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
2024 Q3	–	Sell	-12	Closed	-$6.19K	–	305
2024 Q2	$6.19K	Hold	12	–	–	0.01%	148
2024 Q1	$7.62K	Buy	+12	New	+$7.19K	0.01%	135

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Delos Wealth Advisors's NEU Position: Q3 2024 in Review

Delos Wealth Advisors sold out of NewMarket (NEU) in Q3 2024, closing a stake of 12 shares — an estimated $6.19K sold.

Delos Wealth Advisors first reported a position in NEU in Q1 2024 and held it in 2 quarters. The position peaked at $7.62K in Q1 2024. 321 funds tracked by Wall St. Rank hold NEU as of Q3 2024.

Delos Wealth Advisors reported no remaining NewMarket position as of Q3 2024 after selling out during the quarter.
Delos Wealth Advisors sold 12 NewMarket shares in Q3 2024, an estimated $6.19K.
Delos Wealth Advisors first reported a position in NewMarket in Q1 2024 and held it in 2 quarters.
Delos Wealth Advisors's NewMarket position peaked at $7.62K in Q1 2024.
321 funds tracked by Wall St. Rank held NewMarket as of Q3 2024.

Based on Delos Wealth Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.