GVAG
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Great Valley Advisor Group’s NewMarket NEU Stock Holding History

Great Valley Advisor 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 		– Sell
-296
Closed -$204K – 1028
2025
Q4 		$204K Sell
296
-10
-3% -$7.63K ﹤0.01% 901
2025
Q3 		$254K Sell
306
-25
-8% -$19.3K 0.01% 818
2025
Q2 		$229K Sell
331
-434
-57% -$269K 0.01% 826
2025
Q1 		$433K Sell
765
-7,553
-91% -$3.98M 0.01% 628
2024
Q4 		$4.39M Buy
8,318
+853
+11% +$457K 0.1% 197
2024
Q3 		$4.12M Buy
7,465
+3,098
+71% +$1.7M 0.1% 211
2024
Q2 		$2.25M Buy
4,367
+1,056
+32% +$587K 0.06% 270
2024
Q1 		$2.1M Buy
3,311
+974
+42% +$584K 0.06% 263
2023
Q4 		$1.28M Buy
+2,337
New +$1.18M 0.04% 307

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