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Hart & Patterson Financial Group’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History

Hart & Patterson Financial Group’s Portfolio EMLC Stock Details EMLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$3.83M Buy
165,560
+7,529
+5% +$181K 1.86% 22
2024
Q3 		$4.01M Sell
158,031
-7,725
-5% -$190K 1.9% 20
2024
Q2 		$3.94M Buy
165,756
+3,868
+2% +$93.2K 1.95% 19
2024
Q1 		$3.97M Sell
161,888
-24,948
-13% -$620K 1.96% 18
2023
Q4 		$4.74M Buy
+186,836
New +$4.56M 2.46% 14

Other funds holding EMLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
NFT
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.01B AUM 64.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hart & Patterson Financial Group's EMLC Position: Q4 2024 in Review

Hart & Patterson Financial Group increased its VanEck JP Morgan EM Local Currency Bond ETF (EMLC) stake by 4.8% in Q4 2024, buying an estimated $181K and bringing the position to 165,560 shares worth $3.83M. The position accounts for 1.86% of the portfolio, ranked #22.

Hart & Patterson Financial Group first reported a position in EMLC in Q4 2023 and has held it in 5 quarters since. The position peaked at $4.74M in Q4 2023. 233 funds tracked by Wall St. Rank hold EMLC as of Q4 2024.

  • Hart & Patterson Financial Group held 165,560 shares of VanEck JP Morgan EM Local Currency Bond ETF worth $3.83M as of Q4 2024.
  • Hart & Patterson Financial Group bought 7,529 VanEck JP Morgan EM Local Currency Bond ETF shares in Q4 2024, an estimated $181K.
  • VanEck JP Morgan EM Local Currency Bond ETF made up 1.86% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #22 holding.
  • Hart & Patterson Financial Group first reported a position in VanEck JP Morgan EM Local Currency Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's VanEck JP Morgan EM Local Currency Bond ETF position peaked at $4.74M in Q4 2023.
  • 233 funds tracked by Wall St. Rank held VanEck JP Morgan EM Local Currency Bond ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.