RIM
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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 – 259
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return