Kiwi Wealth Investments Limited Partnership’s Embraer S.A. ADS EMBJ Stock Holding History

Kiwi Wealth Investments Limited Partnership’s Portfolio EMBJ Stock Details EMBJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-34,400	Closed	-$532K	–	94
2023 Q2	$532K	Sell	34,400 -32,600	-49%	-$497K	0.03%	179
2023 Q1	$1.1M	Hold	67,000	–	–	0.07%	146
2022 Q4	$732K	Buy	+67,000	New	+$680K	0.05%	176
2021 Q2	–	Sell	-126,000	Closed	-$1.26M	–	250
2021 Q1	$1.26M	Buy	+126,000	New	+$1.03M	0.07%	177

Other funds holding EMBJ

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM

Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $898M AUM 45.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IIA

IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's EMBJ Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Embraer S.A. ADS (EMBJ) in Q3 2023, closing a stake of 34,400 shares — an estimated $532K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in EMBJ in Q1 2021 and held it in 4 quarters. The position peaked at $1.26M in Q1 2021. 163 funds tracked by Wall St. Rank hold EMBJ as of Q3 2023.

Kiwi Wealth Investments Limited Partnership reported no remaining Embraer S.A. ADS position as of Q3 2023 after selling out during the quarter.
Kiwi Wealth Investments Limited Partnership sold 34,400 Embraer S.A. ADS shares in Q3 2023, an estimated $532K.
Kiwi Wealth Investments Limited Partnership first reported a position in Embraer S.A. ADS in Q1 2021 and held it in 4 quarters.
Kiwi Wealth Investments Limited Partnership's Embraer S.A. ADS position peaked at $1.26M in Q1 2021.
163 funds tracked by Wall St. Rank held Embraer S.A. ADS as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.