YorkBridge Wealth Partners’s NewMarket NEU Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-242	Closed	-$97K	–	487
2019 Q2	$97K	Sell	242 -2	-0.8%	-$827	0.04%	291
2019 Q1	$106K	Sell	244 -12	-5%	-$5.07K	0.05%	265
2018 Q4	$105K	Buy	256 +5	+2%	+$1.98K	0.06%	241
2018 Q3	$101K	Sell	251 -5	-2%	-$2K	0.05%	283
2018 Q2	$104K	Hold	256	–	–	0.05%	284
2018 Q1	$106K	Sell	256 -4	-2%	-$1.63K	0.05%	287
2017 Q4	$100K	Sell	260 -26	-9%	-$10.5K	0.05%	292
2017 Q3	$122K	Hold	286	–	–	0.06%	235
2017 Q2	$131K	Buy	286 +4	+1%	+$1.84K	0.07%	219
2017 Q1	$131K	Sell	282 -1	-0.4%	-$438	0.07%	211
2016 Q4	$116K	Buy	+283	New	+$117K	0.07%	220

Other funds holding NEU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

YorkBridge Wealth Partners's NEU Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of NewMarket (NEU) in Q3 2019, closing a stake of 242 shares — an estimated $97K sold.

YorkBridge Wealth Partners first reported a position in NEU in Q4 2016 and held it in 11 quarters. The position peaked at $131K in Q2 2017. 295 funds tracked by Wall St. Rank hold NEU as of Q3 2019.

YorkBridge Wealth Partners reported no remaining NewMarket position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 242 NewMarket shares in Q3 2019, an estimated $97K.
YorkBridge Wealth Partners first reported a position in NewMarket in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's NewMarket position peaked at $131K in Q2 2017.
295 funds tracked by Wall St. Rank held NewMarket as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.