AIMZ Investment Advisors’s Emergent Biosolutions EBS Stock Holding History

AIMZ Investment Advisors’s Portfolio EBS Stock Details EBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-51,372	Closed	-$175K	–	115
2023 Q3	$175K	Sell	51,372 -750	-1%	-$4.16K	0.08%	109
2023 Q2	$383K	Sell	52,122 -288	-0.5%	-$2.67K	0.16%	85
2023 Q1	$543K	Sell	52,410 -180	-0.3%	-$2.18K	0.24%	77
2022 Q4	$621K	Sell	52,590 -17,061	-24%	-$264K	0.29%	69
2022 Q3	$1.46M	Sell	69,651 -937	-1%	-$26.1K	0.74%	48
2022 Q2	$2.19M	Sell	70,588 -37	-0.1%	-$1.26K	1.05%	37
2022 Q1	$2.9M	Sell	70,625 -3,250	-4%	-$143K	1.19%	27
2021 Q4	$3.21M	Buy	73,875 +12,825	+21%	+$580K	1.25%	28
2021 Q3	$3.06M	Buy	61,050 +3,750	+7%	+$227K	1.38%	23
2021 Q2	$3.61M	Buy	+57,300	New	+$3.68M	1.62%	18

Other funds holding EBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

AIMZ Investment Advisors's EBS Position: Q4 2023 in Review

AIMZ Investment Advisors sold out of Emergent Biosolutions (EBS) in Q4 2023, closing a stake of 51,372 shares — an estimated $175K sold.

AIMZ Investment Advisors first reported a position in EBS in Q2 2021 and held it in 10 quarters. The position peaked at $3.61M in Q2 2021. 134 funds tracked by Wall St. Rank hold EBS as of Q4 2023.

AIMZ Investment Advisors reported no remaining Emergent Biosolutions position as of Q4 2023 after selling out during the quarter.
AIMZ Investment Advisors sold 51,372 Emergent Biosolutions shares in Q4 2023, an estimated $175K.
AIMZ Investment Advisors first reported a position in Emergent Biosolutions in Q2 2021 and held it in 10 quarters.
AIMZ Investment Advisors's Emergent Biosolutions position peaked at $3.61M in Q2 2021.
134 funds tracked by Wall St. Rank held Emergent Biosolutions as of Q4 2023.

Based on AIMZ Investment Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.