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MCF Advisors’s NewMarket NEU Stock Holding History

MCF 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
2024
Q2 		– Sell
-310
Closed -$197K – 1049
2024
Q1 		$197K Hold
310
– – 0.02% 231
2023
Q4 		$169K Hold
310
– – 0.01% 241
2023
Q3 		$141K Hold
310
– – 0.01% 246
2023
Q2 		$125K Hold
310
– – 0.01% 262
2023
Q1 		$113K Hold
310
– – 0.01% 263
2022
Q4 		$96.4K Hold
310
– – 0.01% 281
2022
Q3 		$93K Buy
+310
New +$93K 0.01% 274
2021
Q1 		– Sell
-89
Closed -$35K – 565
2020
Q4 		$35K Buy
+89
New +$33.1K ﹤0.01% 279

Other funds holding NEU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MCF Advisors's NEU Position: Q2 2024 in Review

MCF Advisors sold out of NewMarket (NEU) in Q2 2024, closing a stake of 310 shares — an estimated $197K sold.

MCF Advisors first reported a position in NEU in Q4 2020 and held it in 8 quarters. The position peaked at $197K in Q1 2024. 316 funds tracked by Wall St. Rank hold NEU as of Q2 2024.

  • MCF Advisors reported no remaining NewMarket position as of Q2 2024 after selling out during the quarter.
  • MCF Advisors sold 310 NewMarket shares in Q2 2024, an estimated $197K.
  • MCF Advisors first reported a position in NewMarket in Q4 2020 and held it in 8 quarters.
  • MCF Advisors's NewMarket position peaked at $197K in Q1 2024.
  • 316 funds tracked by Wall St. Rank held NewMarket as of Q2 2024.

Based on MCF Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.