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Simplicity Solutions’s NewMarket NEU Stock Holding History

Simplicity Solutions’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
2019
Q2 		– Sell
-1,321
Closed -$573K – 793
2019
Q1 		$573K Buy
+1,321
New +$558K 0.03% 367
2016
Q1 		– Sell
-910
Closed -$346K – 399
2015
Q4 		$346K Buy
+910
New +$353K 0.04% 524

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Simplicity Solutions's NEU Position: Q2 2019 in Review

Simplicity Solutions sold out of NewMarket (NEU) in Q2 2019, closing a stake of 1,321 shares — an estimated $573K sold.

Simplicity Solutions first reported a position in NEU in Q4 2015 and held it in 2 quarters. The position peaked at $573K in Q1 2019. 269 funds tracked by Wall St. Rank hold NEU as of Q2 2019.

  • Simplicity Solutions reported no remaining NewMarket position as of Q2 2019 after selling out during the quarter.
  • Simplicity Solutions sold 1,321 NewMarket shares in Q2 2019, an estimated $573K.
  • Simplicity Solutions first reported a position in NewMarket in Q4 2015 and held it in 2 quarters.
  • Simplicity Solutions's NewMarket position peaked at $573K in Q1 2019.
  • 269 funds tracked by Wall St. Rank held NewMarket as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.