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Affinity Investment Advisors’s Emerson Electric EMR Stock Holding History

Affinity Investment Advisors’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
Q3 		– Sell
-2,659
Closed -$211K – 192
2022
Q2 		$211K Buy
2,659
+170
+7% +$15K 0.1% 185
2022
Q1 		$244K Buy
2,489
+261
+12% +$24.7K 0.1% 186
2021
Q4 		$207K Buy
+2,228
New +$210K 0.08% 182

Other funds holding EMR

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Affinity Investment Advisors's EMR Position: Q3 2022 in Review

Affinity Investment Advisors sold out of Emerson Electric (EMR) in Q3 2022, closing a stake of 2,659 shares — an estimated $211K sold.

Affinity Investment Advisors first reported a position in EMR in Q4 2021 and held it in 3 quarters. The position peaked at $244K in Q1 2022. 1,679 funds tracked by Wall St. Rank hold EMR as of Q3 2022.

  • Affinity Investment Advisors reported no remaining Emerson Electric position as of Q3 2022 after selling out during the quarter.
  • Affinity Investment Advisors sold 2,659 Emerson Electric shares in Q3 2022, an estimated $211K.
  • Affinity Investment Advisors first reported a position in Emerson Electric in Q4 2021 and held it in 3 quarters.
  • Affinity Investment Advisors's Emerson Electric position peaked at $244K in Q1 2022.
  • 1,679 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2022.

Based on Affinity Investment Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.