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Almanack Investment Partners’s Emerson Electric EMR Stock Holding History

Almanack Investment Partners’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
Q4 		– Sell
-1,159
Closed -$85K – 464
2022
Q3 		$85K Sell
1,159
-1,422
-55% -$118K 0.02% 199
2022
Q2 		$205K Buy
2,581
+263
+11% +$23.2K 0.02% 404
2022
Q1 		$227K Buy
+2,318
New +$219K 0.02% 424
2021
Q4 		– Sell
-2,196
Closed -$207K – 527
2021
Q3 		$207K Sell
2,196
-164
-7% -$16.4K 0.02% 464
2021
Q2 		$227K Sell
2,360
-14
-0.6% -$1.32K 0.02% 383
2021
Q1 		$214K Buy
+2,374
New +$204K 0.02% 382

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Almanack Investment Partners's EMR Position: Q4 2022 in Review

Almanack Investment Partners sold out of Emerson Electric (EMR) in Q4 2022, closing a stake of 1,159 shares — an estimated $85K sold.

Almanack Investment Partners first reported a position in EMR in Q1 2021 and held it in 6 quarters. The position peaked at $227K in Q1 2022. 1,794 funds tracked by Wall St. Rank hold EMR as of Q4 2022.

  • Almanack Investment Partners reported no remaining Emerson Electric position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 1,159 Emerson Electric shares in Q4 2022, an estimated $85K.
  • Almanack Investment Partners first reported a position in Emerson Electric in Q1 2021 and held it in 6 quarters.
  • Almanack Investment Partners's Emerson Electric position peaked at $227K in Q1 2022.
  • 1,794 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.