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Ethos Financial Group’s NewMarket NEU Stock Holding History

Ethos Financial Group’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
2026
Q1 		$690K Buy
1,072
+369
+52% +$239K 0.05% 259
2025
Q4 		$485K Hold
703
– – 0.04% 295
2025
Q3 		$584K Hold
703
– – 0.05% 244
2025
Q2 		$487K Sell
703
-192
-21% -$119K 0.04% 266
2025
Q1 		$475K Hold
895
– – 0.05% 234
2024
Q4 		$475K Sell
895
-36
-4% -$19.3K 0.06% 159
2024
Q3 		$516K Sell
931
-5
-0.5% -$2.74K 0.09% 130
2024
Q2 		$485K Sell
936
-13
-1% -$7.23K 0.09% 139
2024
Q1 		$605K Hold
949
– – 0.11% 124
2023
Q4 		$520K Hold
949
– – 0.11% 138
2023
Q3 		$434K Buy
949
+1
+0.1% +$451 0.11% 103
2023
Q2 		$348K Hold
948
– – 0.12% 94
2023
Q1 		$348K Hold
948
– – 0.11% 111
2022
Q4 		$297K Buy
+948
New +$292K 0.1% 104

Other funds holding NEU

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return