Kula Investments’s NewMarket NEU Stock Holding History

Kula Investments’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
2023 Q1	$471K	Buy	1,290 +458	+55%	+$159K	0.12%	327
2022 Q4	$259K	Buy	+832	New	+$256K	0.08%	437

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Kula Investments's NEU Position: Q1 2023 in Review

Kula Investments increased its NewMarket (NEU) stake by 55% in Q1 2023, buying an estimated $159K and bringing the position to 1,290 shares worth $471K. The position accounts for 0.12% of the portfolio, ranked #327.

Kula Investments first reported a position in NEU in Q4 2022 and has held it in 2 quarters since. 263 funds tracked by Wall St. Rank hold NEU as of Q1 2023.

Kula Investments held 1,290 shares of NewMarket worth $471K as of Q1 2023.
Kula Investments bought 458 NewMarket shares in Q1 2023, an estimated $159K.
NewMarket made up 0.12% of Kula Investments's portfolio in Q1 2023, its #327 holding.
Kula Investments first reported a position in NewMarket in Q4 2022 and has held it in 2 quarters since.
263 funds tracked by Wall St. Rank held NewMarket as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.