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Steward Partners Investment Advisory’s Eastern Company EML Stock Holding History

Steward Partners Investment Advisory’s Portfolio EML Stock Details EML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-100
Closed -$1.81K – 3504
2023
Q3 		$1.81K Hold
100
– – ﹤0.01% 3092
2023
Q2 		$1.81K Hold
100
– – ﹤0.01% 3041
2023
Q1 		$1.95K Buy
+100
New +$2.09K ﹤0.01% 3027

Other funds holding EML

BCG
Barington Capital Group New York $123M AUM 41.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
MA
Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Steward Partners Investment Advisory's EML Position: Q4 2023 in Review

Steward Partners Investment Advisory sold out of Eastern Company (EML) in Q4 2023, closing a stake of 100 shares — an estimated $1.81K sold.

Steward Partners Investment Advisory first reported a position in EML in Q1 2023 and held it in 3 quarters. The position peaked at $1.95K in Q1 2023. 42 funds tracked by Wall St. Rank hold EML as of Q4 2023.

  • Steward Partners Investment Advisory reported no remaining Eastern Company position as of Q4 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 100 Eastern Company shares in Q4 2023, an estimated $1.81K.
  • Steward Partners Investment Advisory first reported a position in Eastern Company in Q1 2023 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Eastern Company position peaked at $1.95K in Q1 2023.
  • 42 funds tracked by Wall St. Rank held Eastern Company as of Q4 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.