North of South Capital’s Embraer S.A. ADS EMBJ Stock Holding History

North of South Capital’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 Q3	–	Sell	-2,400	Closed	-$137K	–	24
2025 Q2	$137K	Sell	2,400 -430,841	-99%	-$20.3M	0.01%	21
2025 Q1	$20M	Sell	433,241 -441,920	-50%	-$19.7M	2.24%	12
2024 Q4	$32.1M	Sell	875,161 -98,869	-10%	-$3.56M	3.9%	11
2024 Q3	$34.5M	Buy	+974,030	New	+$30.9M	5.23%	7

Other funds holding EMBJ

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

BIP

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 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

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

North of South Capital's EMBJ Position: Q3 2025 in Review

North of South Capital sold out of Embraer S.A. ADS (EMBJ) in Q3 2025, closing a stake of 2,400 shares — an estimated $137K sold.

North of South Capital first reported a position in EMBJ in Q3 2024 and held it in 4 quarters. The position peaked at $34.5M in Q3 2024. 319 funds tracked by Wall St. Rank hold EMBJ as of Q3 2025.

North of South Capital reported no remaining Embraer S.A. ADS position as of Q3 2025 after selling out during the quarter.
North of South Capital sold 2,400 Embraer S.A. ADS shares in Q3 2025, an estimated $137K.
North of South Capital first reported a position in Embraer S.A. ADS in Q3 2024 and held it in 4 quarters.
North of South Capital's Embraer S.A. ADS position peaked at $34.5M in Q3 2024.
319 funds tracked by Wall St. Rank held Embraer S.A. ADS as of Q3 2025.

Based on North of South Capital's 13F filing for Q3 2025, filed 27 Oct 2025.