Axim Planning & Wealth’s Embecta EMBC Stock Holding History

Axim Planning & Wealth’s Portfolio EMBC Stock Details EMBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-6	Closed	–	–	69
2022 Q3	$0	Sell	6 -42	-88%	-$1.24K	﹤0.01%	163
2022 Q2	$1K	Buy	+48	New	+$1.38K	﹤0.01%	129

Other funds holding EMBC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Axim Planning & Wealth's EMBC Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Embecta (EMBC) in Q4 2022, closing a stake of 6 shares.

Axim Planning & Wealth first reported a position in EMBC in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 443 funds tracked by Wall St. Rank hold EMBC as of Q4 2022.

Axim Planning & Wealth reported no remaining Embecta position as of Q4 2022 after selling out during the quarter.
Axim Planning & Wealth sold 6 Embecta shares in Q4 2022.
Axim Planning & Wealth first reported a position in Embecta in Q2 2022 and held it in 2 quarters.
Axim Planning & Wealth's Embecta position peaked at $1K in Q2 2022.
443 funds tracked by Wall St. Rank held Embecta as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.