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Holistic Financial Partners’s Eastman Chemical EMN Stock Holding History

Holistic Financial 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
2024
Q4 		– Sell
-1,955
Closed -$219K – 128
2024
Q3 		$219K Buy
+1,955
New +$196K 0.11% 109
2022
Q2 		– Sell
-2,360
Closed -$264K – 101
2022
Q1 		$264K Sell
2,360
-420
-15% -$49.2K 0.17% 82
2021
Q4 		$336K Buy
2,780
+342
+14% +$38K 0.19% 74
2021
Q3 		$246K Buy
2,438
+270
+12% +$29.8K 0.15% 91
2021
Q2 		$253K Buy
+2,168
New +$260K 0.15% 95

Other funds holding EMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Holistic Financial Partners's EMN Position: Q4 2024 in Review

Holistic Financial Partners sold out of Eastman Chemical (EMN) in Q4 2024, closing a stake of 1,955 shares — an estimated $219K sold.

Holistic Financial Partners first reported a position in EMN in Q2 2021 and held it in 5 quarters. The position peaked at $336K in Q4 2021. 786 funds tracked by Wall St. Rank hold EMN as of Q4 2024.

  • Holistic Financial Partners reported no remaining Eastman Chemical position as of Q4 2024 after selling out during the quarter.
  • Holistic Financial Partners sold 1,955 Eastman Chemical shares in Q4 2024, an estimated $219K.
  • Holistic Financial Partners first reported a position in Eastman Chemical in Q2 2021 and held it in 5 quarters.
  • Holistic Financial Partners's Eastman Chemical position peaked at $336K in Q4 2021.
  • 786 funds tracked by Wall St. Rank held Eastman Chemical as of Q4 2024.

Based on Holistic Financial Partners's 13F filing for Q4 2024, filed 4 Feb 2025.