Ford Financial Group’s NewMarket NEU Stock Holding History

Ford 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
2021 Q3	–	Sell	-4	Closed	-$1K	–	383
2021 Q2	$1K	Buy	+4	New	+$1.4K	﹤0.01%	516
2018 Q1	–	Sell	-19	Closed	-$7K	–	259
2017 Q4	$7K	Buy	+19	New	+$7.7K	0.01%	287

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

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

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

Ford Financial Group's NEU Position: Q3 2021 in Review

Ford Financial Group sold out of NewMarket (NEU) in Q3 2021, closing a stake of 4 shares — an estimated $1K sold.

Ford Financial Group first reported a position in NEU in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q4 2017. 246 funds tracked by Wall St. Rank hold NEU as of Q3 2021.

Ford Financial Group reported no remaining NewMarket position as of Q3 2021 after selling out during the quarter.
Ford Financial Group sold 4 NewMarket shares in Q3 2021, an estimated $1K.
Ford Financial Group first reported a position in NewMarket in Q4 2017 and held it in 2 quarters.
Ford Financial Group's NewMarket position peaked at $7K in Q4 2017.
246 funds tracked by Wall St. Rank held NewMarket as of Q3 2021.

Based on Ford Financial Group's 13F filing for Q3 2021, filed 5 Nov 2021.