WBC
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West Branch Capital’s Embecta EMBC Stock Holding History

West Branch Capital’s Portfolio EMBC Stock Details EMBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8
Closed -$121 – 448
2023
Q3 		$121 Hold
8
– – ﹤0.01% 432
2023
Q2 		$173 Hold
8
– – ﹤0.01% 437
2023
Q1 		$225 Hold
8
– – ﹤0.01% 439
2022
Q4 		$202 Hold
8
– – ﹤0.01% 439
2022
Q3 		$0 Hold
8
– – ﹤0.01% 452
2022
Q2 		$0 Buy
+8
New +$231 ﹤0.01% 431

Other funds holding EMBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return

West Branch Capital's EMBC Position: Q4 2023 in Review

West Branch Capital sold out of Embecta (EMBC) in Q4 2023, closing a stake of 8 shares — an estimated $121 sold.

West Branch Capital first reported a position in EMBC in Q2 2022 and held it in 6 quarters. The position peaked at $225 in Q1 2023. 374 funds tracked by Wall St. Rank hold EMBC as of Q4 2023.

  • West Branch Capital reported no remaining Embecta position as of Q4 2023 after selling out during the quarter.
  • West Branch Capital sold 8 Embecta shares in Q4 2023, an estimated $121.
  • West Branch Capital first reported a position in Embecta in Q2 2022 and held it in 6 quarters.
  • West Branch Capital's Embecta position peaked at $225 in Q1 2023.
  • 374 funds tracked by Wall St. Rank held Embecta as of Q4 2023.

Based on West Branch Capital's 13F filing for Q4 2023, filed 19 Jan 2024.