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Kapitalo Investimentos’s NewMarket NEU Stock Holding History

Kapitalo Investimentos’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
-111
Closed -$58.6K – 243
2024
Q4 		$58.6K Buy
+111
New +$59.5K 0.04% 201
2024
Q2 		– Sell
-644
Closed -$409K – 256
2024
Q1 		$409K Sell
644
-525
-45% -$315K 0.09% 110
2023
Q4 		$638K Sell
1,169
-1,149
-50% -$578K 0.13% 67
2023
Q3 		$1.05M Buy
+2,318
New +$1.05M 0.14% 39

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

Kapitalo Investimentos's NEU Position: Q1 2025 in Review

Kapitalo Investimentos sold out of NewMarket (NEU) in Q1 2025, closing a stake of 111 shares — an estimated $58.6K sold.

Kapitalo Investimentos first reported a position in NEU in Q3 2023 and held it in 4 quarters. The position peaked at $1.05M in Q3 2023. 318 funds tracked by Wall St. Rank hold NEU as of Q1 2025.

  • Kapitalo Investimentos reported no remaining NewMarket position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 111 NewMarket shares in Q1 2025, an estimated $58.6K.
  • Kapitalo Investimentos first reported a position in NewMarket in Q3 2023 and held it in 4 quarters.
  • Kapitalo Investimentos's NewMarket position peaked at $1.05M in Q3 2023.
  • 318 funds tracked by Wall St. Rank held NewMarket as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.