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Milestone Investment Advisors’s Embecta EMBC Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-52
Closed -$783 – 222
2023
Q3 		$783 Buy
+52
New +$975 ﹤0.01% 429
2023
Q2 		– Sell
-52
Closed -$1.46K – 216
2023
Q1 		$1.46K Buy
+52
New +$1.48K ﹤0.01% 412

Other funds holding EMBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Milestone Investment Advisors's EMBC Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Embecta (EMBC) in Q4 2023, closing a stake of 52 shares — an estimated $783 sold.

Milestone Investment Advisors first reported a position in EMBC in Q1 2023 and held it in 2 quarters. The position peaked at $1.46K in Q1 2023. 373 funds tracked by Wall St. Rank hold EMBC as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Embecta position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 52 Embecta shares in Q4 2023, an estimated $783.
  • Milestone Investment Advisors first reported a position in Embecta in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Embecta position peaked at $1.46K in Q1 2023.
  • 373 funds tracked by Wall St. Rank held Embecta as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.