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Evergreen Capital Management’s NewMarket NEU Stock Holding History

Evergreen Capital Management’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 		– Sell
-315
Closed -$217K – 1587
2025
Q4 		$217K Sell
315
-75
-19% -$57.3K ﹤0.01% 1258
2025
Q3 		$324K Buy
390
+78
+25% +$60.1K 0.01% 915
2025
Q2 		$216K Buy
+312
New +$194K 0.01% 990

Other funds holding NEU

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

Evergreen Capital Management's NEU Position: Q1 2026 in Review

Evergreen Capital Management sold out of NewMarket (NEU) in Q1 2026, closing a stake of 315 shares — an estimated $217K sold.

Evergreen Capital Management first reported a position in NEU in Q2 2025 and held it in 3 quarters. The position peaked at $324K in Q3 2025. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

  • Evergreen Capital Management reported no remaining NewMarket position as of Q1 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 315 NewMarket shares in Q1 2026, an estimated $217K.
  • Evergreen Capital Management first reported a position in NewMarket in Q2 2025 and held it in 3 quarters.
  • Evergreen Capital Management's NewMarket position peaked at $324K in Q3 2025.
  • 382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.