Andesa Financial Management’s Eastman Chemical EMN Stock Holding History

Andesa Financial Management’s Portfolio EMN Stock Details EMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$879K	Buy	+3,564	New	+$306K	0.45%	58
2022 Q2	–	Sell	-2,183	Closed	-$246K	–	141
2022 Q1	$246K	Sell	2,183 -2,003	-48%	-$235K	0.13%	133
2021 Q4	$506K	Buy	4,186 +1,384	+49%	+$154K	0.25%	90
2021 Q3	$280K	Sell	2,802 -695	-20%	-$76.7K	0.15%	113
2021 Q2	$409K	Buy	3,497 +1,035	+42%	+$124K	0.12%	110
2021 Q1	$271K	Buy	+2,462	New	+$267K	0.09%	126

Other funds holding EMN

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Andesa Financial Management's EMN Position: Q1 2023 in Review

Andesa Financial Management opened a new position in Eastman Chemical (EMN) in Q1 2023: 3,564 shares worth $879K. The stake represents 0.45% of the portfolio and ranks #58 among its holdings. This is a return to the name: Andesa Financial Management previously reported a position in EMN as recently as Q1 2022.

Andesa Financial Management first reported a position in EMN in Q1 2021 and has held it in 6 quarters since. 695 funds tracked by Wall St. Rank hold EMN as of Q1 2023.

Andesa Financial Management held 3,564 shares of Eastman Chemical worth $879K as of Q1 2023.
Eastman Chemical was a new Andesa Financial Management position in Q1 2023.
Eastman Chemical made up 0.45% of Andesa Financial Management's portfolio in Q1 2023, its #58 holding.
Andesa Financial Management first reported a position in Eastman Chemical in Q1 2021 and has held it in 6 quarters since.
695 funds tracked by Wall St. Rank held Eastman Chemical as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.