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Heritage Wealth Management (Arizona)’s Embecta EMBC Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$405 Buy
16
+8
+100% +$244 ﹤0.01% 1054
2022
Q3 		$0 Hold
8
– – ﹤0.01% 1036
2022
Q2 		$203 Buy
+8
New +$231 ﹤0.01% 968

Other funds holding EMBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EMBC Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Embecta (EMBC) stake by 100% in Q4 2022, buying an estimated $244 and bringing the position to 16 shares worth $405. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Heritage Wealth Management (Arizona) first reported a position in EMBC in Q2 2022 and has held it in 3 quarters since. 443 funds tracked by Wall St. Rank hold EMBC as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 16 shares of Embecta worth $405 as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 8 Embecta shares in Q4 2022, an estimated $244.
  • Embecta made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #1054 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Embecta in Q2 2022 and has held it in 3 quarters since.
  • 443 funds tracked by Wall St. Rank held Embecta as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.