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Resonant Capital Advisors’s NewMarket NEU Stock Holding History

Resonant Capital 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
2020
Q3 		– Sell
-862
Closed -$345K – 171
2020
Q2 		$345K Sell
862
-433
-33% -$179K 0.1% 130
2020
Q1 		$496K Buy
1,295
+74
+6% +$31.2K 0.18% 128
2019
Q4 		$594K Buy
+1,221
New +$587K 0.19% 131

Other funds holding NEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Resonant Capital Advisors's NEU Position: Q3 2020 in Review

Resonant Capital Advisors sold out of NewMarket (NEU) in Q3 2020, closing a stake of 862 shares — an estimated $345K sold.

Resonant Capital Advisors first reported a position in NEU in Q4 2019 and held it in 3 quarters. The position peaked at $594K in Q4 2019. 258 funds tracked by Wall St. Rank hold NEU as of Q3 2020.

  • Resonant Capital Advisors reported no remaining NewMarket position as of Q3 2020 after selling out during the quarter.
  • Resonant Capital Advisors sold 862 NewMarket shares in Q3 2020, an estimated $345K.
  • Resonant Capital Advisors first reported a position in NewMarket in Q4 2019 and held it in 3 quarters.
  • Resonant Capital Advisors's NewMarket position peaked at $594K in Q4 2019.
  • 258 funds tracked by Wall St. Rank held NewMarket as of Q3 2020.

Based on Resonant Capital Advisors's 13F filing for Q3 2020, filed 3 Nov 2020.