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Modera Wealth Management’s Eastman Chemical EMN Stock Holding History

Modera Wealth Management’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
-1,978
Closed -$221K – 622
2024
Q3 		$221K Buy
+1,978
New +$198K ﹤0.01% 562
2022
Q1 		– Sell
-2,542
Closed -$307K – 423
2021
Q4 		$307K Buy
+2,542
New +$283K 0.01% 405

Other funds holding EMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Modera Wealth Management's EMN Position: Q4 2024 in Review

Modera Wealth Management sold out of Eastman Chemical (EMN) in Q4 2024, closing a stake of 1,978 shares — an estimated $221K sold.

Modera Wealth Management first reported a position in EMN in Q4 2021 and held it in 2 quarters. The position peaked at $307K in Q4 2021. 785 funds tracked by Wall St. Rank hold EMN as of Q4 2024.

  • Modera Wealth Management reported no remaining Eastman Chemical position as of Q4 2024 after selling out during the quarter.
  • Modera Wealth Management sold 1,978 Eastman Chemical shares in Q4 2024, an estimated $221K.
  • Modera Wealth Management first reported a position in Eastman Chemical in Q4 2021 and held it in 2 quarters.
  • Modera Wealth Management's Eastman Chemical position peaked at $307K in Q4 2021.
  • 785 funds tracked by Wall St. Rank held Eastman Chemical as of Q4 2024.

Based on Modera Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.