Loring Wolcott & Coolidge Fiduciary Advisors’s NewMarket NEU Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021 Q1	–	Sell	-4	Closed	-$2K	–	560
2020 Q4	$2K	Hold	4	–	–	﹤0.01%	749
2020 Q3	$1K	Hold	4	–	–	﹤0.01%	581
2020 Q2	$2K	Hold	4	–	–	﹤0.01%	566
2020 Q1	$2K	Hold	4	–	–	﹤0.01%	619
2019 Q4	$2K	Hold	4	–	–	﹤0.01%	652
2019 Q3	$2K	Hold	4	–	–	﹤0.01%	647
2019 Q2	$2K	Hold	4	–	–	﹤0.01%	667
2019 Q1	$2K	Hold	4	–	–	﹤0.01%	650
2018 Q4	$2K	Hold	4	–	–	﹤0.01%	638
2018 Q3	$2K	Hold	4	–	–	﹤0.01%	607
2018 Q2	$2K	Hold	4	–	–	﹤0.01%	619
2018 Q1	$2K	Hold	4	–	–	﹤0.01%	667
2017 Q4	$2K	Hold	4	–	–	﹤0.01%	657
2017 Q3	$2K	Buy	+4	New	+$1.75K	﹤0.01%	658

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 $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's NEU Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of NewMarket (NEU) in Q1 2021, closing a stake of 4 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NEU in Q3 2017 and held it in 14 quarters. The position peaked at $2K in Q4 2020. 261 funds tracked by Wall St. Rank hold NEU as of Q1 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining NewMarket position as of Q1 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 4 NewMarket shares in Q1 2021, an estimated $2K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NewMarket in Q3 2017 and held it in 14 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's NewMarket position peaked at $2K in Q4 2020.
261 funds tracked by Wall St. Rank held NewMarket as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.