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Ritholtz Wealth Management’s Eastman Chemical EMN Stock Holding History

Ritholtz 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
2022
Q3 		– Sell
-2,794
Closed -$251K – 725
2022
Q2 		$251K Sell
2,794
-340
-11% -$35.2K 0.02% 449
2022
Q1 		$351K Sell
3,134
-205
-6% -$24K 0.02% 383
2021
Q4 		$404K Sell
3,339
-679
-17% -$75.5K 0.03% 345
2021
Q3 		$405K Sell
4,018
-2,097
-34% -$231K 0.03% 314
2021
Q2 		$714K Buy
6,115
+1,278
+26% +$153K 0.05% 195
2021
Q1 		$533K Buy
4,837
+1,399
+41% +$152K 0.04% 196
2020
Q4 		$345K Buy
+3,438
New +$319K 0.03% 229

Other funds holding EMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ritholtz Wealth Management's EMN Position: Q3 2022 in Review

Ritholtz Wealth Management sold out of Eastman Chemical (EMN) in Q3 2022, closing a stake of 2,794 shares — an estimated $251K sold.

Ritholtz Wealth Management first reported a position in EMN in Q4 2020 and held it in 7 quarters. The position peaked at $714K in Q2 2021. 656 funds tracked by Wall St. Rank hold EMN as of Q3 2022.

  • Ritholtz Wealth Management reported no remaining Eastman Chemical position as of Q3 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 2,794 Eastman Chemical shares in Q3 2022, an estimated $251K.
  • Ritholtz Wealth Management first reported a position in Eastman Chemical in Q4 2020 and held it in 7 quarters.
  • Ritholtz Wealth Management's Eastman Chemical position peaked at $714K in Q2 2021.
  • 656 funds tracked by Wall St. Rank held Eastman Chemical as of Q3 2022.

Based on Ritholtz Wealth Management's 13F filing for Q3 2022, filed 19 Oct 2022.