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Arcadia Investment Advisors’s Emerson Electric EMR Stock Holding History

Arcadia Investment Advisors’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
2021
Q1 		– Sell
-135
Closed -$10.8K – 108
2020
Q4 		$10.8K Hold
135
– – 0.01% 67
2020
Q3 		$8.85K Hold
135
– – 0.01% 73
2020
Q2 		$8.37K Hold
135
– – 0.01% 56
2020
Q1 		$6.43K Hold
135
– – 0.01% 59
2019
Q4 		$10.3K Buy
+135
New +$9.73K 0.01% 49

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Arcadia Investment Advisors's EMR Position: Q1 2021 in Review

Arcadia Investment Advisors sold out of Emerson Electric (EMR) in Q1 2021, closing a stake of 135 shares — an estimated $10.8K sold.

Arcadia Investment Advisors first reported a position in EMR in Q4 2019 and held it in 5 quarters. The position peaked at $10.8K in Q4 2020. 1,685 funds tracked by Wall St. Rank hold EMR as of Q1 2021.

  • Arcadia Investment Advisors reported no remaining Emerson Electric position as of Q1 2021 after selling out during the quarter.
  • Arcadia Investment Advisors sold 135 Emerson Electric shares in Q1 2021, an estimated $10.8K.
  • Arcadia Investment Advisors first reported a position in Emerson Electric in Q4 2019 and held it in 5 quarters.
  • Arcadia Investment Advisors's Emerson Electric position peaked at $10.8K in Q4 2020.
  • 1,685 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2021.

Based on Arcadia Investment Advisors's 13F filing for Q1 2021, filed 19 Dec 2024.