Concord Wealth Partners’s Eastman Chemical EMN Stock Holding History

Concord Wealth Partners’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 Q3	–	Sell	-13	Closed	-$1.09K	–	1051
2023 Q2	$1.09K	Buy	+13	New	+$1.06K	﹤0.01%	941
2023 Q1	–	Sell	-13	Closed	-$1.06K	–	1055
2022 Q4	$1.06K	Buy	+13	New	+$1.05K	﹤0.01%	1051
2022 Q3	–	Sell	-39	Closed	-$4K	–	439
2022 Q2	$4K	Sell	39 -2	-5%	-$207	﹤0.01%	864
2022 Q1	$5K	Hold	41	–	–	﹤0.01%	902
2021 Q4	$5K	Buy	41 +28	+215%	+$3.11K	﹤0.01%	939
2021 Q3	$1K	Sell	13 -35	-73%	-$3.86K	﹤0.01%	820
2021 Q2	$6K	Hold	48	–	–	﹤0.01%	705
2021 Q1	$5K	Buy	+48	New	+$5.21K	﹤0.01%	662

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Concord Wealth Partners's EMN Position: Q3 2023 in Review

Concord Wealth Partners sold out of Eastman Chemical (EMN) in Q3 2023, closing a stake of 13 shares — an estimated $1.09K sold.

Concord Wealth Partners first reported a position in EMN in Q1 2021 and held it in 8 quarters. The position peaked at $6K in Q2 2021. 676 funds tracked by Wall St. Rank hold EMN as of Q3 2023.

Concord Wealth Partners reported no remaining Eastman Chemical position as of Q3 2023 after selling out during the quarter.
Concord Wealth Partners sold 13 Eastman Chemical shares in Q3 2023, an estimated $1.09K.
Concord Wealth Partners first reported a position in Eastman Chemical in Q1 2021 and held it in 8 quarters.
Concord Wealth Partners's Eastman Chemical position peaked at $6K in Q2 2021.
676 funds tracked by Wall St. Rank held Eastman Chemical as of Q3 2023.

Based on Concord Wealth Partners's 13F filing for Q3 2023, filed 25 Oct 2023.