Amica Retiree Medical Trust’s Emerson Electric EMR Stock Holding History

Amica Retiree Medical Trust’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
2020 Q1	–	Sell	-2,621	Closed	-$200K	–	248
2019 Q4	$200K	Hold	2,621	–	–	0.15%	206
2019 Q3	$175K	Hold	2,621	–	–	0.14%	215
2019 Q2	$175K	Sell	2,621 -282	-10%	-$18.9K	0.14%	191
2019 Q1	$199K	Hold	2,903	–	–	0.17%	176
2018 Q4	$173K	Hold	2,903	–	–	0.16%	181
2018 Q3	$222K	Hold	2,903	–	–	0.18%	150
2018 Q2	$201K	Hold	2,903	–	–	0.18%	160
2018 Q1	$198K	Sell	2,903 -856	-23%	-$61K	0.17%	167
2017 Q4	$262K	Hold	3,759	–	–	0.2%	147
2017 Q3	$236K	Hold	3,759	–	–	0.19%	153
2017 Q2	$224K	Hold	3,759	–	–	0.18%	157
2017 Q1	$225K	Sell	3,759 -7,320	-66%	-$437K	0.18%	162
2016 Q4	$618K	Hold	11,079	–	–	0.49%	45
2016 Q3	$604K	Hold	11,079	–	–	0.51%	50
2016 Q2	$578K	Hold	11,079	–	–	0.49%	50
2016 Q1	$602K	Hold	11,079	–	–	0.51%	54
2015 Q4	$530K	Hold	11,079	–	–	0.46%	61
2015 Q3	$489K	Buy	11,079 +3,185	+40%	+$157K	0.44%	63
2015 Q2	$438K	Buy	7,894 +2,647	+50%	+$156K	0.37%	84
2015 Q1	$297K	Hold	5,247	–	–	0.25%	123
2014 Q4	$324K	Hold	5,247	–	–	0.26%	122
2014 Q3	$328K	Hold	5,247	–	–	0.28%	112
2014 Q2	$348K	Hold	5,247	–	–	0.29%	109
2014 Q1	$350K	Hold	5,247	–	–	0.3%	102
2013 Q4	$368K	Buy	+5,247	New	+$350K	0.32%	96

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

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

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

Amica Retiree Medical Trust's EMR Position: Q1 2020 in Review

Amica Retiree Medical Trust sold out of Emerson Electric (EMR) in Q1 2020, closing a stake of 2,621 shares — an estimated $200K sold.

Amica Retiree Medical Trust first reported a position in EMR in Q4 2013 and held it in 25 quarters. The position peaked at $618K in Q4 2016. 1,346 funds tracked by Wall St. Rank hold EMR as of Q1 2020.

Amica Retiree Medical Trust reported no remaining Emerson Electric position as of Q1 2020 after selling out during the quarter.
Amica Retiree Medical Trust sold 2,621 Emerson Electric shares in Q1 2020, an estimated $200K.
Amica Retiree Medical Trust first reported a position in Emerson Electric in Q4 2013 and held it in 25 quarters.
Amica Retiree Medical Trust's Emerson Electric position peaked at $618K in Q4 2016.
1,346 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2020.

Based on Amica Retiree Medical Trust's 13F filing for Q1 2020, filed 13 May 2020.