1776 Wealth’s Emerson Electric EMR Stock Holding History

1776 Wealth’s Portfolio EMR Stock Details EMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-203	Closed	-$12K	–	167
2020 Q2	$12K	Sell	203 -203	-50%	-$11.5K	0.01%	276
2020 Q1	$24K	Buy	406 +203	+100%	+$13.4K	0.01%	273
2019 Q4	$15K	Buy	+203	New	+$14.6K	0.01%	250

Other funds holding EMR

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

1776 Wealth's EMR Position: Q3 2020 in Review

1776 Wealth sold out of Emerson Electric (EMR) in Q3 2020, closing a stake of 203 shares — an estimated $12K sold.

1776 Wealth first reported a position in EMR in Q4 2019 and held it in 3 quarters. The position peaked at $24K in Q1 2020. 1,456 funds tracked by Wall St. Rank hold EMR as of Q3 2020.

1776 Wealth reported no remaining Emerson Electric position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 203 Emerson Electric shares in Q3 2020, an estimated $12K.
1776 Wealth first reported a position in Emerson Electric in Q4 2019 and held it in 3 quarters.
1776 Wealth's Emerson Electric position peaked at $24K in Q1 2020.
1,456 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.