Winch Advisory Services’s Eastman Chemical EMN Stock Holding History

Winch Advisory Services’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 Q4	–	Sell	-1,447	Closed	-$111K	–	447
2023 Q3	$111K	Sell	1,447 -12	-0.8%	-$996	0.04%	96
2023 Q2	$122K	Buy	1,459 +30	+2%	+$2.44K	0.04%	95
2023 Q1	$121K	Sell	1,429 -28	-2%	-$2.4K	0.05%	92
2022 Q4	$119K	Buy	1,457 +978	+204%	+$78.8K	0.05%	93
2022 Q3	$34K	Hold	479	–	–	0.01%	134
2022 Q2	$43K	Hold	479	–	–	0.02%	127
2022 Q1	$54K	Hold	479	–	–	0.02%	126
2021 Q4	$58K	Sell	479 -8	-2%	-$889	0.02%	126
2021 Q3	$49K	Hold	487	–	–	0.02%	129
2021 Q2	$57K	Buy	487 +8	+2%	+$961	0.02%	121
2021 Q1	$53K	Hold	479	–	–	0.02%	119
2020 Q4	$48K	Hold	479	–	–	0.02%	102
2020 Q3	$37K	Sell	479 -11	-2%	-$829	0.02%	107
2020 Q2	$34K	Hold	490	–	–	0.02%	109
2020 Q1	$23K	Hold	490	–	–	0.01%	120
2019 Q4	$39K	Sell	490 -16	-3%	-$1.23K	0.02%	125
2019 Q3	$37K	Sell	506 -62	-11%	-$4.45K	0.02%	120
2019 Q2	$44K	Sell	568 -50	-8%	-$3.8K	0.02%	119
2019 Q1	$47K	Sell	618 -9	-1%	-$715	0.03%	115
2018 Q4	$46K	Sell	627 -18,019	-97%	-$1.44M	0.03%	103
2018 Q3	$1.78M	Buy	18,646 +1,269	+7%	+$126K	0.9%	37
2018 Q2	$1.74M	Buy	+17,377	New	+$1.83M	0.94%	35
2015 Q2	–	Sell	-24	Closed	-$2K	–	306
2015 Q1	$2K	Buy	+24	New	+$1.73K	﹤0.01%	271

Other funds holding EMN

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Winch Advisory Services's EMN Position: Q4 2023 in Review

Winch Advisory Services sold out of Eastman Chemical (EMN) in Q4 2023, closing a stake of 1,447 shares — an estimated $111K sold.

Winch Advisory Services first reported a position in EMN in Q1 2015 and held it in 23 quarters. The position peaked at $1.78M in Q3 2018. 712 funds tracked by Wall St. Rank hold EMN as of Q4 2023.

Winch Advisory Services reported no remaining Eastman Chemical position as of Q4 2023 after selling out during the quarter.
Winch Advisory Services sold 1,447 Eastman Chemical shares in Q4 2023, an estimated $111K.
Winch Advisory Services first reported a position in Eastman Chemical in Q1 2015 and held it in 23 quarters.
Winch Advisory Services's Eastman Chemical position peaked at $1.78M in Q3 2018.
712 funds tracked by Wall St. Rank held Eastman Chemical as of Q4 2023.

Based on Winch Advisory Services's 13F filing for Q4 2023, filed 18 Jan 2024.