Liberty Wealth Management’s NewMarket NEU Stock Holding History

Liberty Wealth Management’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	-4	Closed	-$1K	–	766
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	1129
2021 Q2	$1K	Sell	4 -24	-86%	-$8.39K	﹤0.01%	1017
2021 Q1	$11K	Hold	28	–	–	0.01%	576
2020 Q4	$11K	Hold	28	–	–	0.01%	571
2020 Q3	$10K	Hold	28	–	–	0.01%	522
2020 Q2	$11K	Hold	28	–	–	0.01%	472
2020 Q1	$11K	Hold	28	–	–	0.01%	453
2019 Q4	$13K	Buy	28 +1	+4%	+$481	0.01%	500
2019 Q3	$13K	Hold	27	–	–	0.01%	470
2019 Q2	$11K	Hold	27	–	–	0.01%	503
2019 Q1	$11K	Hold	27	–	–	0.01%	428
2018 Q4	$11K	Buy	+27	New	+$10.7K	0.01%	418

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

Liberty Wealth Management's NEU Position: Q4 2021 in Review

Liberty Wealth Management sold out of NewMarket (NEU) in Q4 2021, closing a stake of 4 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in NEU in Q4 2018 and held it in 12 quarters. The position peaked at $13K in Q4 2019. 246 funds tracked by Wall St. Rank hold NEU as of Q4 2021.

Liberty Wealth Management reported no remaining NewMarket position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 4 NewMarket shares in Q4 2021, an estimated $1K.
Liberty Wealth Management first reported a position in NewMarket in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's NewMarket position peaked at $13K in Q4 2019.
246 funds tracked by Wall St. Rank held NewMarket as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.