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Harvest Group Wealth Management’s Embecta EMBC Stock Holding History

Harvest Group Wealth Management’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
2023
Q1 		$562 Hold
20
– – ﹤0.01% 165
2022
Q4 		$506 Hold
20
– – ﹤0.01% 169
2022
Q3 		$1K Hold
20
– – ﹤0.01% 138
2022
Q2 		$1K Buy
+20
New +$576 ﹤0.01% 151

Other funds holding EMBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harvest Group Wealth Management's EMBC Position: Q1 2023 in Review

Harvest Group Wealth Management held its Embecta (EMBC) position steady in Q1 2023 at 20 shares worth $562. The position accounts for ﹤0.01% of the portfolio, ranked #165.

Harvest Group Wealth Management first reported a position in EMBC in Q2 2022 and has held it in 4 quarters since. The position peaked at $1K in Q3 2022. 433 funds tracked by Wall St. Rank hold EMBC as of Q1 2023.

  • Harvest Group Wealth Management held 20 shares of Embecta worth $562 as of Q1 2023.
  • Harvest Group Wealth Management left its Embecta share count unchanged in Q1 2023.
  • Embecta made up ﹤0.01% of Harvest Group Wealth Management's portfolio in Q1 2023, its #165 holding.
  • Harvest Group Wealth Management first reported a position in Embecta in Q2 2022 and has held it in 4 quarters since.
  • Harvest Group Wealth Management's Embecta position peaked at $1K in Q3 2022.
  • 433 funds tracked by Wall St. Rank held Embecta as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.