Hillsdale Investment Management’s NewMarket NEU Stock Holding History

Hillsdale Investment 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	-25	Closed	-$17.2K	–	733
2025 Q4	$17.2K	Hold	25	–	–	﹤0.01%	553
2025 Q3	$20.7K	Hold	25	–	–	﹤0.01%	515
2025 Q2	$17.3K	Sell	25 -10	-29%	-$6.2K	﹤0.01%	502
2025 Q1	$19.8K	Buy	+35	New	+$18.4K	﹤0.01%	476
2021 Q1	–	Sell	-20	Closed	-$8K	–	642
2020 Q4	$8K	Buy	20 +3	+18%	+$1.12K	﹤0.01%	523
2020 Q3	$6K	Sell	17 -966	-98%	-$367K	﹤0.01%	532
2020 Q2	$393K	Buy	983 +968	+6,453%	+$399K	0.04%	371
2020 Q1	$6K	Sell	15 -1,053	-99%	-$444K	﹤0.01%	513
2019 Q4	$520K	Buy	+1,068	New	+$514K	0.05%	345

Other funds holding NEU

BlackRock New York $6.73T AUM 46.02% 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 Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hillsdale Investment Management's NEU Position: Q1 2026 in Review

Hillsdale Investment Management sold out of NewMarket (NEU) in Q1 2026, closing a stake of 25 shares — an estimated $17.2K sold.

Hillsdale Investment Management first reported a position in NEU in Q4 2019 and held it in 9 quarters. The position peaked at $520K in Q4 2019. 382 funds tracked by Wall St. Rank hold NEU as of Q1 2026.

Hillsdale Investment Management reported no remaining NewMarket position as of Q1 2026 after selling out during the quarter.
Hillsdale Investment Management sold 25 NewMarket shares in Q1 2026, an estimated $17.2K.
Hillsdale Investment Management first reported a position in NewMarket in Q4 2019 and held it in 9 quarters.
Hillsdale Investment Management's NewMarket position peaked at $520K in Q4 2019.
382 funds tracked by Wall St. Rank held NewMarket as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.