Adams Chetwood Wealth Management’s Emerson Electric EMR Stock Holding History

Adams Chetwood Wealth Management’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
2022 Q1	$475K	Buy	4,844 +23	+0.5%	+$2.18K	0.27%	57
2021 Q4	$448K	Buy	4,821 +24	+0.5%	+$2.26K	0.3%	55
2021 Q3	$452K	Buy	4,797 +6	+0.1%	+$599	0.33%	56
2021 Q2	$461K	Buy	4,791 +5	+0.1%	+$470	0.33%	59
2021 Q1	$432K	Buy	4,786 +5	+0.1%	+$430	0.33%	59
2020 Q4	$384K	Buy	4,781 +206	+5%	+$15.3K	0.32%	58
2020 Q3	$300K	Sell	4,575 -192	-4%	-$12.6K	0.29%	59
2020 Q2	$296K	Buy	4,767 +8	+0.2%	+$454	0.3%	61
2020 Q1	$267K	Buy	4,759 +9	+0.2%	+$593	0.31%	59
2019 Q4	$362K	Buy	+4,750	New	+$342K	0.37%	49

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

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

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Adams Chetwood Wealth Management's EMR Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its Emerson Electric (EMR) stake by 0.48% in Q1 2022, buying an estimated $2.18K and bringing the position to 4,844 shares worth $475K. The position accounts for 0.27% of the portfolio, ranked #57.

Adams Chetwood Wealth Management first reported a position in EMR in Q4 2019 and has held it in 10 quarters since. 1,794 funds tracked by Wall St. Rank hold EMR as of Q1 2022.

Adams Chetwood Wealth Management held 4,844 shares of Emerson Electric worth $475K as of Q1 2022.
Adams Chetwood Wealth Management bought 23 Emerson Electric shares in Q1 2022, an estimated $2.18K.
Emerson Electric made up 0.27% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #57 holding.
Adams Chetwood Wealth Management first reported a position in Emerson Electric in Q4 2019 and has held it in 10 quarters since.
1,794 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.