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Altium Wealth Management’s Emerson Electric EMR Stock Holding History

Altium 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
Q2 		$1.86M Sell
23,447
-1,930
-8% -$170K 0.13% 88
2022
Q1 		$2.49M Buy
25,377
+2,033
+9% +$192K 0.16% 76
2021
Q4 		$2.17M Buy
23,344
+578
+3% +$54.4K 0.14% 83
2021
Q3 		$2.15M Buy
22,766
+1,716
+8% +$171K 0.15% 76
2021
Q2 		$2.03M Buy
21,050
+927
+5% +$87.2K 0.15% 75
2021
Q1 		$1.82M Buy
20,123
+3,241
+19% +$279K 0.15% 80
2020
Q4 		$1.36M Buy
16,882
+1,655
+11% +$123K 0.12% 91
2020
Q3 		$998K Buy
15,227
+710
+5% +$46.8K 0.1% 96
2020
Q2 		$901K Sell
14,517
-16
-0.1% -$909 0.1% 100
2020
Q1 		$693K Buy
14,533
+3,455
+31% +$227K 0.1% 106
2019
Q4 		$845K Buy
11,078
+1,107
+11% +$79.8K 0.1% 112
2019
Q3 		$667K Buy
9,971
+67
+0.7% +$4.21K 0.09% 134
2019
Q2 		$661K Sell
9,904
-950
-9% -$63.6K 0.1% 136
2019
Q1 		$743K Buy
10,854
+539
+5% +$35.4K 0.12% 122
2018
Q4 		$616K Buy
10,315
+1,882
+22% +$127K 0.12% 125
2018
Q3 		$646K Buy
8,433
+182
+2% +$13.4K 0.12% 133
2018
Q2 		$570K Buy
8,251
+1,477
+22% +$104K 0.15% 104
2018
Q1 		$463K Buy
6,774
+456
+7% +$32.5K 0.18% 90
2017
Q4 		$440K Buy
+6,318
New +$409K 0.2% 90

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Altium Wealth Management's EMR Position: Q2 2022 in Review

Altium Wealth Management reduced its Emerson Electric (EMR) stake by 7.6% in Q2 2022, selling an estimated $170K and leaving 23,447 shares worth $1.86M. The position accounts for 0.13% of the portfolio, ranked #88.

Altium Wealth Management first reported a position in EMR in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.49M in Q1 2022. 1,722 funds tracked by Wall St. Rank hold EMR as of Q2 2022.

  • Altium Wealth Management held 23,447 shares of Emerson Electric worth $1.86M as of Q2 2022.
  • Altium Wealth Management sold 1,930 Emerson Electric shares in Q2 2022, an estimated $170K.
  • Emerson Electric made up 0.13% of Altium Wealth Management's portfolio in Q2 2022, its #88 holding.
  • Altium Wealth Management first reported a position in Emerson Electric in Q4 2017 and has held it in 19 quarters since.
  • Altium Wealth Management's Emerson Electric position peaked at $2.49M in Q1 2022.
  • 1,722 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.