Altavista Wealth Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.02M | Hold |
10,999
| – | – | 0.21% | 83 |
|
|
2021
Q3 | $1.04M | Sell |
10,999
-1,250
| -10% | -$125K | 0.23% | 75 |
|
|
2021
Q2 | $1.18M | Hold |
12,249
| – | – | 0.26% | 73 |
|
|
2021
Q1 | $1.1M | Sell |
12,249
-275
| -2% | -$23.7K | 0.27% | 71 |
|
|
2020
Q4 | $1.01M | Sell |
12,524
-50
| -0.4% | -$3.72K | 0.26% | 71 |
|
|
2020
Q3 | $824K | Hold |
12,574
| – | – | 0.23% | 73 |
|
|
2020
Q2 | $780K | Buy |
12,574
+500
| +4% | +$28.4K | 0.23% | 74 |
|
|
2020
Q1 | $575K | Sell |
12,074
-1,911
| -14% | -$126K | 0.2% | 82 |
|
|
2019
Q4 | $1.07M | Sell |
13,985
-1,992
| -12% | -$144K | 0.32% | 64 |
|
|
2019
Q3 | $1.07M | Sell |
15,977
-850
| -5% | -$53.4K | 0.33% | 64 |
|
|
2019
Q2 | $1.12M | Sell |
16,827
-1,150
| -6% | -$77K | 0.36% | 62 |
|
|
2019
Q1 | $1.23M | Sell |
17,977
-1,951
| -10% | -$128K | 0.44% | 57 |
|
|
2018
Q4 | $1.19M | Sell |
19,928
-1,100
| -5% | -$74.2K | 0.49% | 56 |
|
|
2018
Q3 | $1.61M | Sell |
21,028
-2,067
| -9% | -$152K | 0.6% | 46 |
|
|
2018
Q2 | $1.6M | Sell |
23,095
-1,030
| -4% | -$72.4K | 0.64% | 45 |
|
|
2018
Q1 | $1.65M | Buy |
24,125
+603
| +3% | +$42.9K | 0.7% | 43 |
|
|
2017
Q4 | $1.64M | Sell |
23,522
-116
| -0.5% | -$7.52K | 0.69% | 44 |
|
|
2017
Q3 | $1.49M | Sell |
23,638
-1,343
| -5% | -$81K | 0.71% | 46 |
|
|
2017
Q2 | $1.49M | Sell |
24,981
-2,787
| -10% | -$165K | 0.74% | 46 |
|
|
2017
Q1 | $1.66M | Sell |
27,768
-3,048
| -10% | -$182K | 0.83% | 38 |
|
|
2016
Q4 | $1.72M | Sell |
30,816
-2,043
| -6% | -$110K | 0.93% | 35 |
|
|
2016
Q3 | $1.79M | Sell |
32,859
-19,750
| -38% | -$1.06M | 0.98% | 35 |
|
|
2016
Q2 | $2.74M | Buy |
52,609
+484
| +0.9% | +$25.7K | 1.51% | 24 |
|
|
2016
Q1 | $2.83M | Buy |
52,125
+4,341
| +9% | +$209K | 1.6% | 24 |
|
|
2015
Q4 | $2.29M | Buy |
47,784
+2,113
| +5% | +$101K | 1.35% | 29 |
|
|
2015
Q3 | $2.02M | Buy |
45,671
+1,330
| +3% | +$65.4K | 1.33% | 30 |
|
|
2015
Q2 | $2.46M | Buy |
44,341
+1,300
| +3% | +$76.4K | 1.51% | 30 |
|
|
2015
Q1 | $2.44M | Buy |
43,041
+39
| +0.1% | +$2.27K | 1.5% | 27 |
|
|
2014
Q4 | $2.66M | Buy |
43,002
+1,006
| +2% | +$63K | 1.64% | 23 |
|
|
2014
Q3 | $2.63M | Sell |
41,996
-11
| -0% | -$714 | 1.69% | 21 |
|
|
2014
Q2 | $2.79M | Buy |
42,007
+245
| +0.6% | +$16.5K | 1.74% | 19 |
|
|
2014
Q1 | $2.79M | Sell |
41,762
-585
| -1% | -$38.5K | 1.7% | 19 |
|
|
2013
Q4 | $3M | Sell |
42,347
-3,180
| -7% | -$212K | 1.83% | 15 |
|
|
2013
Q3 | $2.95M | Sell |
45,527
-873
| -2% | -$53.4K | 1.92% | 14 |
|
|
2013
Q2 | $2.53M | Buy |
+46,400
| New | +$2.61M | 1.7% | 19 |
|
Other funds holding EMR
Altavista Wealth Management's EMR Position: Q4 2021 in Review
Altavista Wealth Management held its Emerson Electric (EMR) position steady in Q4 2021 at 10,999 shares worth $1.02M. The position accounts for 0.21% of the portfolio, ranked #83.
Altavista Wealth Management first reported a position in EMR in Q2 2013 and has held it in 35 quarters since. The position peaked at $3M in Q4 2013. 1,797 funds tracked by Wall St. Rank hold EMR as of Q4 2021.
- Altavista Wealth Management held 10,999 shares of Emerson Electric worth $1.02M as of Q4 2021.
- Altavista Wealth Management left its Emerson Electric share count unchanged in Q4 2021.
- Emerson Electric made up 0.21% of Altavista Wealth Management's portfolio in Q4 2021, its #83 holding.
- Altavista Wealth Management first reported a position in Emerson Electric in Q2 2013 and has held it in 35 quarters since.
- Altavista Wealth Management's Emerson Electric position peaked at $3M in Q4 2013.
- 1,797 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2021.
Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.