Lenox Wealth Advisors’s NewMarket NEU Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	–	Sell	-13	Closed	-$4K	–	917
2021 Q4	$4K	Hold	13	–	–	﹤0.01%	635
2021 Q3	$4K	Hold	13	–	–	﹤0.01%	581
2021 Q2	$4K	Hold	13	–	–	﹤0.01%	590
2021 Q1	$5K	Sell	13 -13	-50%	-$5.2K	﹤0.01%	507
2020 Q4	$10K	Buy	+26	New	+$9.68K	﹤0.01%	429

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lenox Wealth Advisors's NEU Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of NewMarket (NEU) in Q1 2022, closing a stake of 13 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in NEU in Q4 2020 and held it in 5 quarters. The position peaked at $10K in Q4 2020. 237 funds tracked by Wall St. Rank hold NEU as of Q1 2022.

Lenox Wealth Advisors reported no remaining NewMarket position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 13 NewMarket shares in Q1 2022, an estimated $4K.
Lenox Wealth Advisors first reported a position in NewMarket in Q4 2020 and held it in 5 quarters.
Lenox Wealth Advisors's NewMarket position peaked at $10K in Q4 2020.
237 funds tracked by Wall St. Rank held NewMarket as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.