Kowal Investment Group’s NewMarket NEU Stock Holding History

Kowal Investment 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
2021 Q4	–	Sell	-22	Closed	-$7K	–	641
2021 Q3	$7K	Buy	+22	New	+$7.21K	﹤0.01%	581

Other funds holding NEU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Kowal Investment Group's NEU Position: Q4 2021 in Review

Kowal Investment Group sold out of NewMarket (NEU) in Q4 2021, closing a stake of 22 shares — an estimated $7K sold.

Kowal Investment Group first reported a position in NEU in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 246 funds tracked by Wall St. Rank hold NEU as of Q4 2021.

Kowal Investment Group reported no remaining NewMarket position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 22 NewMarket shares in Q4 2021, an estimated $7K.
Kowal Investment Group first reported a position in NewMarket in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's NewMarket position peaked at $7K in Q3 2021.
246 funds tracked by Wall St. Rank held NewMarket as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.