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Sound Financial Strategies Group’s Eastman Chemical EMN Stock Holding History

Sound Financial Strategies Group’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
Q1 		– Sell
-5,800
Closed -$701K – 79
2021
Q4 		$701K Sell
5,800
-30
-0.5% -$3.34K 0.35% 44
2021
Q3 		$587K Buy
5,830
+391
+7% +$43.1K 0.29% 59
2021
Q2 		$635K Buy
+5,439
New +$653K 0.32% 32

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
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Sound Financial Strategies Group's EMN Position: Q1 2022 in Review

Sound Financial Strategies Group sold out of Eastman Chemical (EMN) in Q1 2022, closing a stake of 5,800 shares — an estimated $701K sold.

Sound Financial Strategies Group first reported a position in EMN in Q2 2021 and held it in 3 quarters. The position peaked at $701K in Q4 2021. 751 funds tracked by Wall St. Rank hold EMN as of Q1 2022.

  • Sound Financial Strategies Group reported no remaining Eastman Chemical position as of Q1 2022 after selling out during the quarter.
  • Sound Financial Strategies Group sold 5,800 Eastman Chemical shares in Q1 2022, an estimated $701K.
  • Sound Financial Strategies Group first reported a position in Eastman Chemical in Q2 2021 and held it in 3 quarters.
  • Sound Financial Strategies Group's Eastman Chemical position peaked at $701K in Q4 2021.
  • 751 funds tracked by Wall St. Rank held Eastman Chemical as of Q1 2022.

Based on Sound Financial Strategies Group's 13F filing for Q1 2022, filed 5 May 2022.