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Wealth Quarterback’s NewMarket NEU Stock Holding History

Wealth Quarterback’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
Q3 		$1K Buy
12,874
+12,836
+33,779% +$4.21M ﹤0.01% 794
2021
Q2 		$12K Buy
+38
New +$13.3K 0.01% 442
2020
Q2 		– Sell
-64
Closed -$14.8K – 522
2020
Q1 		$14.8K Hold
64
– – 0.01% 398
2019
Q4 		$30.9K Buy
+64
New +$30.8K 0.03% 295

Other funds holding NEU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
London Company of Virginia
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Quarterback's NEU Position: Q3 2021 in Review

Wealth Quarterback increased its NewMarket (NEU) stake by 33,779% in Q3 2021, buying an estimated $4.21M and bringing the position to 12,874 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Wealth Quarterback first reported a position in NEU in Q4 2019 and has held it in 4 quarters since. The position peaked at $30.9K in Q4 2019. 246 funds tracked by Wall St. Rank hold NEU as of Q3 2021.

  • Wealth Quarterback held 12,874 shares of NewMarket worth $1K as of Q3 2021.
  • Wealth Quarterback bought 12,836 NewMarket shares in Q3 2021, an estimated $4.21M.
  • NewMarket made up ﹤0.01% of Wealth Quarterback's portfolio in Q3 2021, its #794 holding.
  • Wealth Quarterback first reported a position in NewMarket in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's NewMarket position peaked at $30.9K in Q4 2019.
  • 246 funds tracked by Wall St. Rank held NewMarket as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.