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Gallagher Fiduciary Advisors’s NewMarket NEU Stock Holding History

Gallagher Fiduciary 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
2025
Q1 		– Sell
-1,100
Closed -$581K – 328
2024
Q4 		$581K Hold
1,100
– – 0.11% 120
2024
Q3 		$607K Hold
1,100
– – 0.12% 99
2024
Q2 		$567K Hold
1,100
– – 0.13% 94
2024
Q1 		$698K Hold
1,100
– – 0.02% 85
2023
Q4 		$600K Hold
1,100
– – 0.02% 91
2023
Q3 		$501K Hold
1,100
– – 0.04% 100
2023
Q2 		$442K Hold
1,100
– – 0.03% 130
2023
Q1 		$401K Buy
+1,100
New +$381K 0.03% 134

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gallagher Fiduciary Advisors's NEU Position: Q1 2025 in Review

Gallagher Fiduciary Advisors sold out of NewMarket (NEU) in Q1 2025, closing a stake of 1,100 shares — an estimated $581K sold.

Gallagher Fiduciary Advisors first reported a position in NEU in Q1 2023 and held it in 8 quarters. The position peaked at $698K in Q1 2024. 318 funds tracked by Wall St. Rank hold NEU as of Q1 2025.

  • Gallagher Fiduciary Advisors reported no remaining NewMarket position as of Q1 2025 after selling out during the quarter.
  • Gallagher Fiduciary Advisors sold 1,100 NewMarket shares in Q1 2025, an estimated $581K.
  • Gallagher Fiduciary Advisors first reported a position in NewMarket in Q1 2023 and held it in 8 quarters.
  • Gallagher Fiduciary Advisors's NewMarket position peaked at $698K in Q1 2024.
  • 318 funds tracked by Wall St. Rank held NewMarket as of Q1 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q1 2025, filed 15 May 2025.