Plante Moran Financial Advisors’s NewMarket NEU Stock Holding History

Plante Moran Financial 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 Q4	–	Sell	-141	Closed	-$77.8K	–	969
2024 Q3	$77.8K	Buy	+141	New	+$77.2K	0.01%	317
2023 Q2	–	Hold	0	–	–	–	871
2023 Q1	–	Sell	-64	Closed	-$22.2K	–	894
2022 Q4	$19.9K	Buy	+64	New	+$19.7K	﹤0.01%	461
2020 Q4	–	Sell	-12	Closed	-$4K	–	973
2020 Q3	$4K	Hold	12	–	–	﹤0.01%	721
2020 Q2	$5K	Hold	12	–	–	﹤0.01%	599
2020 Q1	$5K	Hold	12	–	–	﹤0.01%	576
2019 Q4	$6K	Hold	12	–	–	﹤0.01%	597
2019 Q3	$6K	Hold	12	–	–	﹤0.01%	667
2019 Q2	$5K	Hold	12	–	–	﹤0.01%	648
2019 Q1	$5K	Hold	12	–	–	﹤0.01%	638
2018 Q4	$5K	Hold	12	–	–	﹤0.01%	602
2018 Q3	$5K	Sell	12 -474	-98%	-$189K	﹤0.01%	590
2018 Q2	$197K	Buy	486 +314	+183%	+$123K	0.1%	163
2018 Q1	$69K	Hold	172	–	–	0.04%	290
2017 Q4	$68K	Buy	172 +160	+1,333%	+$64.8K	0.04%	287
2017 Q3	$5K	Hold	12	–	–	﹤0.01%	655
2017 Q2	$6K	Hold	12	–	–	﹤0.01%	644
2017 Q1	$5K	Hold	12	–	–	﹤0.01%	701
2016 Q4	$5K	Hold	12	–	–	﹤0.01%	719
2016 Q3	$5K	Buy	+12	New	+$5.11K	﹤0.01%	702

Other funds holding NEU

Bank of America

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 $5.7T AUM 30.48% 1-Year Est. Return

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

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

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

Dimensional Fund Advisors

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

Allspring Global Investments

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return