Morton Brown Family Wealth’s NewMarket NEU Stock Holding History

Morton Brown Family Wealth’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 Q3	–	Sell	-1	Closed	–	–	300
2022 Q2	$0	Buy	+1	New	+$323	﹤0.01%	298

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

Morton Brown Family Wealth's NEU Position: Q3 2022 in Review

Morton Brown Family Wealth sold out of NewMarket (NEU) in Q3 2022, closing a stake of 1 share.

Morton Brown Family Wealth first reported a position in NEU in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 229 funds tracked by Wall St. Rank hold NEU as of Q3 2022.

Morton Brown Family Wealth reported no remaining NewMarket position as of Q3 2022 after selling out during the quarter.
Morton Brown Family Wealth sold 1 NewMarket share in Q3 2022.
Morton Brown Family Wealth first reported a position in NewMarket in Q2 2022 and held it in 1 quarter.
Morton Brown Family Wealth's NewMarket position peaked at $0 in Q2 2022.
229 funds tracked by Wall St. Rank held NewMarket as of Q3 2022.

Based on Morton Brown Family Wealth's 13F filing for Q3 2022, filed 31 Oct 2022.