Marcum Wealth’s Embraer S.A. ADS EMBJ Stock Holding History

Marcum Wealth’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
2025 Q1	$464K	Sell	10,042 -495	-5%	-$22K	0.04%	201
2024 Q4	$386K	Hold	10,537	–	–	0.03%	233
2024 Q3	$373K	Buy	10,537 +537	+5%	+$17K	0.03%	237
2024 Q2	$258K	Hold	10,000	–	–	0.03%	303
2024 Q1	$266K	Sell	10,000 -379	-4%	-$7.52K	0.03%	292
2023 Q4	$191K	Hold	10,379	–	–	0.02%	339
2023 Q3	$142K	Buy	+10,379	New	+$155K	0.02%	328

Other funds holding EMBJ

BIP

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Marcum Wealth's EMBJ Position: Q1 2025 in Review

Marcum Wealth reduced its Embraer S.A. ADS (EMBJ) stake by 4.7% in Q1 2025, selling an estimated $22K and leaving 10,042 shares worth $464K. The position accounts for 0.04% of the portfolio, ranked #201.

Marcum Wealth first reported a position in EMBJ in Q3 2023 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold EMBJ as of Q1 2025.

Marcum Wealth held 10,042 shares of Embraer S.A. ADS worth $464K as of Q1 2025.
Marcum Wealth sold 495 Embraer S.A. ADS shares in Q1 2025, an estimated $22K.
Embraer S.A. ADS made up 0.04% of Marcum Wealth's portfolio in Q1 2025, its #201 holding.
Marcum Wealth first reported a position in Embraer S.A. ADS in Q3 2023 and has held it in 7 quarters since.
303 funds tracked by Wall St. Rank held Embraer S.A. ADS as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.