Sowell Financial Services’s NewMarket NEU Stock Holding History

Sowell Financial Services’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	-33	Closed	-$13K	–	3231
2020 Q4	$13K	Buy	33 +9	+38%	+$3.35K	﹤0.01%	1920
2020 Q3	$8K	Buy	24 +1	+4%	+$380	﹤0.01%	1876
2020 Q2	$9K	Sell	23 -33	-59%	-$13.6K	﹤0.01%	1732
2020 Q1	$22K	Buy	56 +8	+17%	+$3.38K	﹤0.01%	1359
2019 Q4	$23K	Sell	48 -3	-6%	-$1.44K	﹤0.01%	1388
2019 Q3	$24K	Buy	+51	New	+$22.8K	﹤0.01%	1219

Other funds holding NEU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's NEU Position: Q1 2021 in Review

Sowell Financial Services sold out of NewMarket (NEU) in Q1 2021, closing a stake of 33 shares — an estimated $13K sold.

Sowell Financial Services first reported a position in NEU in Q3 2019 and held it in 6 quarters. The position peaked at $24K in Q3 2019. 261 funds tracked by Wall St. Rank hold NEU as of Q1 2021.

Sowell Financial Services reported no remaining NewMarket position as of Q1 2021 after selling out during the quarter.
Sowell Financial Services sold 33 NewMarket shares in Q1 2021, an estimated $13K.
Sowell Financial Services first reported a position in NewMarket in Q3 2019 and held it in 6 quarters.
Sowell Financial Services's NewMarket position peaked at $24K in Q3 2019.
261 funds tracked by Wall St. Rank held NewMarket as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.