BerganKDV Wealth Management’s Eastman Chemical EMN Stock Holding History

BerganKDV Wealth 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 Q2	$1.68K	Sell	20 -47	-70%	-$3.82K	﹤0.01%	706
2023 Q1	$5.67K	Hold	67	–	–	﹤0.01%	676
2022 Q4	$5.47K	Sell	67 -3	-4%	-$242	﹤0.01%	660
2022 Q3	$5K	Sell	70 -36	-34%	-$3.23K	﹤0.01%	675
2022 Q2	$10K	Hold	106	–	–	﹤0.01%	591
2022 Q1	$12K	Hold	106	–	–	﹤0.01%	586
2021 Q4	$13K	Hold	106	–	–	﹤0.01%	613
2021 Q3	$11K	Buy	106 +1	+1%	+$110	﹤0.01%	620
2021 Q2	$12K	Hold	105	–	–	﹤0.01%	578
2021 Q1	$12K	Sell	105 -23	-18%	-$2.5K	﹤0.01%	556
2020 Q4	$13K	Buy	128 +37	+41%	+$3.43K	﹤0.01%	527
2020 Q3	$7K	Hold	91	–	–	﹤0.01%	544
2020 Q2	$6K	Buy	91 +20	+28%	+$1.26K	﹤0.01%	605
2020 Q1	$3K	Buy	71 +23	+48%	+$1.48K	﹤0.01%	661
2019 Q4	$4K	Buy	+48	New	+$3.69K	﹤0.01%	657

Other funds holding EMN

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BerganKDV Wealth Management's EMN Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Eastman Chemical (EMN) stake by 70% in Q2 2023, selling an estimated $3.82K and leaving 20 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

BerganKDV Wealth Management first reported a position in EMN in Q4 2019 and has held it in 15 quarters since. The position peaked at $13K in Q4 2021. 693 funds tracked by Wall St. Rank hold EMN as of Q2 2023.

BerganKDV Wealth Management held 20 shares of Eastman Chemical worth $1.68K as of Q2 2023.
BerganKDV Wealth Management sold 47 Eastman Chemical shares in Q2 2023, an estimated $3.82K.
Eastman Chemical made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #706 holding.
BerganKDV Wealth Management first reported a position in Eastman Chemical in Q4 2019 and has held it in 15 quarters since.
BerganKDV Wealth Management's Eastman Chemical position peaked at $13K in Q4 2021.
693 funds tracked by Wall St. Rank held Eastman Chemical as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.