Seven Springs Wealth Group’s NewMarket NEU Stock Holding History

Seven Springs Wealth Group’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
2021 Q1	–	Sell	-4	Closed	-$2K	–	213
2020 Q4	$2K	Buy	+4	New	+$1.49K	﹤0.01%	170

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Seven Springs Wealth Group's NEU Position: Q1 2021 in Review

Seven Springs Wealth Group sold out of NewMarket (NEU) in Q1 2021, closing a stake of 4 shares — an estimated $2K sold.

Seven Springs Wealth Group first reported a position in NEU in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 261 funds tracked by Wall St. Rank hold NEU as of Q1 2021.

Seven Springs Wealth Group reported no remaining NewMarket position as of Q1 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 4 NewMarket shares in Q1 2021, an estimated $2K.
Seven Springs Wealth Group first reported a position in NewMarket in Q4 2020 and held it in 1 quarter.
Seven Springs Wealth Group's NewMarket position peaked at $2K in Q4 2020.
261 funds tracked by Wall St. Rank held NewMarket as of Q1 2021.

Based on Seven Springs Wealth Group's 13F filing for Q1 2021, filed 7 May 2021.