Planning Capital Management Corporation’s NewMarket NEU Stock Holding History

Planning Capital Management Corporation’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 Q3	$19.6K	Buy	+36	New	+$19.7K	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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Planning Capital Management Corporation's NEU Position: Q3 2024 in Review

Planning Capital Management Corporation opened a new position in NewMarket (NEU) in Q3 2024: 36 shares worth $19.6K. The stake represents 0.01% of the portfolio and ranks #298 among its holdings.

321 funds tracked by Wall St. Rank hold NEU as of Q3 2024.

Planning Capital Management Corporation held 36 shares of NewMarket worth $19.6K as of Q3 2024.
NewMarket was a new Planning Capital Management Corporation position in Q3 2024.
NewMarket made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #298 holding.
321 funds tracked by Wall St. Rank held NewMarket as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.