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BWM
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
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1-Year Est. Return
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$5.7T AUM
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1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
PI
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$75.7B AUM
34.45%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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