Rockbridge Investment Management’s Eastman Chemical EMN Stock Holding History

Rockbridge Investment 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 Q1	–	Sell	-150	Closed	-$13.5K	–	273
2023 Q4	$13.5K	Buy	+150	New	+$12K	﹤0.01%	370
2022 Q3	–	Sell	-427	Closed	-$38.3K	–	258
2022 Q2	$38.3K	Hold	427	–	–	0.01%	242
2022 Q1	$47.6K	Hold	427	–	–	0.01%	303
2021 Q4	$52K	Buy	427 +185	+76%	+$20.6K	0.01%	340
2021 Q3	$24K	Hold	242	–	–	﹤0.01%	425
2021 Q2	$28K	Hold	242	–	–	﹤0.01%	396
2021 Q1	$27K	Buy	242 +150	+163%	+$16.3K	0.01%	371
2020 Q4	$9K	Hold	92	–	–	﹤0.01%	511
2020 Q3	$7K	Hold	92	–	–	﹤0.01%	499
2020 Q2	$6K	Buy	+92	New	+$5.8K	﹤0.01%	472

Other funds holding EMN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Rockbridge Investment Management's EMN Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Eastman Chemical (EMN) in Q1 2024, closing a stake of 150 shares — an estimated $13.5K sold.

Rockbridge Investment Management first reported a position in EMN in Q2 2020 and held it in 10 quarters. The position peaked at $52K in Q4 2021. 748 funds tracked by Wall St. Rank hold EMN as of Q1 2024.

Rockbridge Investment Management reported no remaining Eastman Chemical position as of Q1 2024 after selling out during the quarter.
Rockbridge Investment Management sold 150 Eastman Chemical shares in Q1 2024, an estimated $13.5K.
Rockbridge Investment Management first reported a position in Eastman Chemical in Q2 2020 and held it in 10 quarters.
Rockbridge Investment Management's Eastman Chemical position peaked at $52K in Q4 2021.
748 funds tracked by Wall St. Rank held Eastman Chemical as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.