O'Neil Global Advisors’s Embraer S.A. ADS EMBJ Stock Holding History

O'Neil Global Advisors’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 Q4	–	Sell	-28,446	Closed	-$390K	–	60
2023 Q3	$390K	Buy	+28,446	New	+$424K	0.35%	39

Other funds holding EMBJ

BIP

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

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

SGDR

SPX Gestao de Recursos Rio De Janeiro, Brazil $1.2B AUM 59.05% 1-Year Est. Return

IIA

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

O'Neil Global Advisors's EMBJ Position: Q4 2023 in Review

O'Neil Global Advisors sold out of Embraer S.A. ADS (EMBJ) in Q4 2023, closing a stake of 28,446 shares — an estimated $390K sold.

O'Neil Global Advisors first reported a position in EMBJ in Q3 2023 and held it in 1 quarter. The position peaked at $390K in Q3 2023. 182 funds tracked by Wall St. Rank hold EMBJ as of Q4 2023.

O'Neil Global Advisors reported no remaining Embraer S.A. ADS position as of Q4 2023 after selling out during the quarter.
O'Neil Global Advisors sold 28,446 Embraer S.A. ADS shares in Q4 2023, an estimated $390K.
O'Neil Global Advisors first reported a position in Embraer S.A. ADS in Q3 2023 and held it in 1 quarter.
O'Neil Global Advisors's Embraer S.A. ADS position peaked at $390K in Q3 2023.
182 funds tracked by Wall St. Rank held Embraer S.A. ADS as of Q4 2023.

Based on O'Neil Global Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.