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LGT Financial Advisors’s NewMarket NEU Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-36
Closed -$19K – 585
2024
Q4 		$19K Hold
36
– – 0.04% 318
2024
Q3 		$19.9K Hold
36
– – 0.05% 283
2024
Q2 		$18.6K Hold
36
– – 0.04% 319
2024
Q1 		$22.8K Hold
36
– – 0.03% 339
2023
Q4 		$19.6K Sell
36
-1
-3% -$503 0.02% 358
2023
Q3 		$16.8K Buy
+37
New +$16.7K 0.02% 383

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

LGT Financial Advisors's NEU Position: Q1 2025 in Review

LGT Financial Advisors sold out of NewMarket (NEU) in Q1 2025, closing a stake of 36 shares — an estimated $19K sold.

LGT Financial Advisors first reported a position in NEU in Q3 2023 and held it in 6 quarters. The position peaked at $22.8K in Q1 2024. 318 funds tracked by Wall St. Rank hold NEU as of Q1 2025.

  • LGT Financial Advisors reported no remaining NewMarket position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 36 NewMarket shares in Q1 2025, an estimated $19K.
  • LGT Financial Advisors first reported a position in NewMarket in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's NewMarket position peaked at $22.8K in Q1 2024.
  • 318 funds tracked by Wall St. Rank held NewMarket as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.