ZIM
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Zacks Investment Management’s NewMarket NEU Stock Holding History

Zacks Investment Management’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
2020
Q2 		– Sell
-7,567
Closed -$2.9M – 556
2020
Q1 		$2.9M Sell
7,567
-304
-4% -$128K 0.07% 157
2019
Q4 		$3.83M Sell
7,871
-575
-7% -$277K 0.07% 172
2019
Q3 		$3.99M Buy
8,446
+1,085
+15% +$484K 0.08% 166
2019
Q2 		$2.95M Sell
7,361
-4,458
-38% -$1.84M 0.06% 196
2019
Q1 		$5.12M Buy
+11,819
New +$5M 0.11% 151

Other funds holding NEU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Zacks Investment Management's NEU Position: Q2 2020 in Review

Zacks Investment Management sold out of NewMarket (NEU) in Q2 2020, closing a stake of 7,567 shares — an estimated $2.9M sold.

Zacks Investment Management first reported a position in NEU in Q1 2019 and held it in 5 quarters. The position peaked at $5.12M in Q1 2019. 278 funds tracked by Wall St. Rank hold NEU as of Q2 2020.

  • Zacks Investment Management reported no remaining NewMarket position as of Q2 2020 after selling out during the quarter.
  • Zacks Investment Management sold 7,567 NewMarket shares in Q2 2020, an estimated $2.9M.
  • Zacks Investment Management first reported a position in NewMarket in Q1 2019 and held it in 5 quarters.
  • Zacks Investment Management's NewMarket position peaked at $5.12M in Q1 2019.
  • 278 funds tracked by Wall St. Rank held NewMarket as of Q2 2020.

Based on Zacks Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.