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Whalen Wealth Management’s Eastman Chemical EMN Stock Holding History

Whalen 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
2024
Q4 		– Sell
-4,518
Closed -$506K – 152
2024
Q3 		$506K Buy
+4,518
New +$452K 0.36% 62

Other funds holding EMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Whalen Wealth Management's EMN Position: Q4 2024 in Review

Whalen Wealth Management sold out of Eastman Chemical (EMN) in Q4 2024, closing a stake of 4,518 shares — an estimated $506K sold.

Whalen Wealth Management first reported a position in EMN in Q3 2024 and held it in 1 quarter. The position peaked at $506K in Q3 2024. 785 funds tracked by Wall St. Rank hold EMN as of Q4 2024.

  • Whalen Wealth Management reported no remaining Eastman Chemical position as of Q4 2024 after selling out during the quarter.
  • Whalen Wealth Management sold 4,518 Eastman Chemical shares in Q4 2024, an estimated $506K.
  • Whalen Wealth Management first reported a position in Eastman Chemical in Q3 2024 and held it in 1 quarter.
  • Whalen Wealth Management's Eastman Chemical position peaked at $506K in Q3 2024.
  • 785 funds tracked by Wall St. Rank held Eastman Chemical as of Q4 2024.

Based on Whalen Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.