Aperio Group’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $37.6M | Buy |
468,164
+37,996
| +9% | +$2.83M | 0.11% | 180 |
|
|
2020
Q3 | $28.2M | Sell |
430,168
-3,564
| -0.8% | -$235K | 0.1% | 205 |
|
|
2020
Q2 | $26.9M | Buy |
433,732
+72,092
| +20% | +$4.09M | 0.1% | 202 |
|
|
2020
Q1 | $17.2M | Sell |
361,640
-30,335
| -8% | -$2M | 0.08% | 253 |
|
|
2019
Q4 | $29.9M | Buy |
391,975
+16,101
| +4% | +$1.16M | 0.11% | 205 |
|
|
2019
Q3 | $25.1M | Sell |
375,874
-29,643
| -7% | -$1.86M | 0.1% | 224 |
|
|
2019
Q2 | $27.1M | Sell |
405,517
-13,750
| -3% | -$921K | 0.11% | 207 |
|
|
2019
Q1 | $28.7M | Buy |
419,267
+19,454
| +5% | +$1.28M | 0.12% | 183 |
|
|
2018
Q4 | $23.9M | Sell |
399,813
-27,889
| -7% | -$1.88M | 0.12% | 193 |
|
|
2018
Q3 | $32.8M | Buy |
427,702
+9,289
| +2% | +$685K | 0.14% | 155 |
|
|
2018
Q2 | $28.9M | Buy |
418,413
+5,737
| +1% | +$403K | 0.14% | 168 |
|
|
2018
Q1 | $28.2M | Buy |
412,676
+5,474
| +1% | +$390K | 0.14% | 173 |
|
|
2017
Q4 | $28.4M | Buy |
407,202
+18,017
| +5% | +$1.17M | 0.14% | 164 |
|
|
2017
Q3 | $24.5M | Buy |
389,185
+10,707
| +3% | +$646K | 0.14% | 174 |
|
|
2017
Q2 | $22.6M | Buy |
378,478
+19,607
| +5% | +$1.16M | 0.14% | 175 |
|
|
2017
Q1 | $21.5M | Buy |
358,871
+10,945
| +3% | +$653K | 0.15% | 160 |
|
|
2016
Q4 | $19.4M | Buy |
347,926
+11,664
| +3% | +$627K | 0.15% | 159 |
|
|
2016
Q3 | $18.3M | Buy |
336,262
+7,980
| +2% | +$428K | 0.13% | 179 |
|
|
2016
Q2 | $17.1M | Buy |
328,282
+9,711
| +3% | +$516K | 0.13% | 175 |
|
|
2016
Q1 | $17.3M | Buy |
318,571
+43,398
| +16% | +$2.09M | 0.15% | 161 |
|
|
2015
Q4 | $13.2M | Buy |
275,173
+43,368
| +19% | +$2.06M | 0.12% | 194 |
|
|
2015
Q3 | $10.2M | Sell |
231,805
-15,321
| -6% | -$753K | 0.1% | 229 |
|
|
2015
Q2 | $13.7M | Buy |
247,126
+37,419
| +18% | +$2.2M | 0.14% | 171 |
|
|
2015
Q1 | $11.9M | Sell |
209,707
-19,408
| -8% | -$1.13M | 0.13% | 181 |
|
|
2014
Q4 | $14.1M | Sell |
229,115
-3,503
| -2% | -$219K | 0.17% | 135 |
|
|
2014
Q3 | $14.6M | Buy |
232,618
+9,019
| +4% | +$586K | 0.2% | 126 |
|
|
2014
Q2 | $14.8M | Buy |
223,599
+824
| +0.4% | +$55.4K | 0.22% | 111 |
|
|
2014
Q1 | $14.9M | Buy |
+222,775
| New | +$14.7M | 0.21% | 100 |
|
|
2013
Q4 | – | Sell |
-186,287
| Closed | -$12.4M | – | 88 |
|
|
2013
Q3 | $12.1M | Buy |
186,287
+17,508
| +10% | +$1.07M | 0.23% | 88 |
|
|
2013
Q2 | $9.21M | Buy |
+168,779
| New | +$9.49M | 0.22% | 96 |
|
Other funds holding EMR
LP
Aperio Group's EMR Position: Q4 2020 in Review
Aperio Group increased its Emerson Electric (EMR) stake by 8.8% in Q4 2020, buying an estimated $2.83M and bringing the position to 468,164 shares worth $37.6M. The position accounts for 0.11% of the portfolio, ranked #180.
Aperio Group first reported a position in EMR in Q2 2013 and has held it in 30 quarters since. 1,593 funds tracked by Wall St. Rank hold EMR as of Q4 2020.
- Aperio Group held 468,164 shares of Emerson Electric worth $37.6M as of Q4 2020.
- Aperio Group bought 37,996 Emerson Electric shares in Q4 2020, an estimated $2.83M.
- Emerson Electric made up 0.11% of Aperio Group's portfolio in Q4 2020, its #180 holding.
- Aperio Group first reported a position in Emerson Electric in Q2 2013 and has held it in 30 quarters since.
- 1,593 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2020.
Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.