Sugarloaf Wealth Management’s Eastman Chemical EMN Stock Holding History

Sugarloaf 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
2023 Q2	–	Sell	-48	Closed	-$4.05K	–	699
2023 Q1	$4.05K	Sell	48 -21	-30%	-$1.8K	﹤0.01%	564
2022 Q4	$5.59K	Sell	69 -667	-91%	-$53.7K	﹤0.01%	564
2022 Q3	$53K	Buy	736 +683	+1,289%	+$61.4K	0.01%	275
2022 Q2	$5K	Buy	53 +48	+960%	+$4.97K	﹤0.01%	603
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	674
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	705
2021 Q3	$0	Hold	5	–	–	﹤0.01%	774
2021 Q2	$1K	Buy	5 +1	+25%	+$120	﹤0.01%	710
2021 Q1	$0	Hold	4	–	–	﹤0.01%	758
2020 Q4	$0	Hold	4	–	–	﹤0.01%	730
2020 Q3	$0	Hold	4	–	–	﹤0.01%	685
2020 Q2	$0	Hold	4	–	–	﹤0.01%	688
2020 Q1	$0	Hold	4	–	–	﹤0.01%	699
2019 Q4	$0	Buy	+4	New	+$308	﹤0.01%	697

Other funds holding EMN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sugarloaf Wealth Management's EMN Position: Q2 2023 in Review

Sugarloaf Wealth Management sold out of Eastman Chemical (EMN) in Q2 2023, closing a stake of 48 shares — an estimated $4.05K sold.

Sugarloaf Wealth Management first reported a position in EMN in Q4 2019 and held it in 14 quarters. The position peaked at $53K in Q3 2022. 693 funds tracked by Wall St. Rank hold EMN as of Q2 2023.

Sugarloaf Wealth Management reported no remaining Eastman Chemical position as of Q2 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 48 Eastman Chemical shares in Q2 2023, an estimated $4.05K.
Sugarloaf Wealth Management first reported a position in Eastman Chemical in Q4 2019 and held it in 14 quarters.
Sugarloaf Wealth Management's Eastman Chemical position peaked at $53K in Q3 2022.
693 funds tracked by Wall St. Rank held Eastman Chemical as of Q2 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.