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Global Financial Private Client’s NewMarket NEU Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-4
Closed -$2.27K – 1113
2025
Q1 		$2.27K Buy
4
+3
+300% +$1.58K ﹤0.01% 837
2024
Q4 		$528 Buy
+1
New +$536 ﹤0.01% 922

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Global Financial Private Client's NEU Position: Q2 2025 in Review

Global Financial Private Client sold out of NewMarket (NEU) in Q2 2025, closing a stake of 4 shares — an estimated $2.27K sold.

Global Financial Private Client first reported a position in NEU in Q4 2024 and held it in 2 quarters. The position peaked at $2.27K in Q1 2025. 357 funds tracked by Wall St. Rank hold NEU as of Q2 2025.

  • Global Financial Private Client reported no remaining NewMarket position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 4 NewMarket shares in Q2 2025, an estimated $2.27K.
  • Global Financial Private Client first reported a position in NewMarket in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's NewMarket position peaked at $2.27K in Q1 2025.
  • 357 funds tracked by Wall St. Rank held NewMarket as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.