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Aspen Investment Management’s Emerson Electric EMR Stock Holding History

Aspen Investment 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
2021
Q4 		– Sell
-3,944
Closed -$372K – 142
2021
Q3 		$372K Sell
3,944
-10
-0.3% -$998 0.2% 110
2021
Q2 		$381K Buy
3,954
+1,420
+56% +$134K 0.2% 112
2021
Q1 		$229K Buy
+2,534
New +$218K 0.13% 137
2015
Q1 		– Sell
-6,683
Closed -$413K – 129
2014
Q4 		$413K Sell
6,683
-43
-0.6% -$2.69K 0.35% 75
2014
Q3 		$421K Buy
6,726
+222
+3% +$14.4K 0.35% 75
2014
Q2 		$432K Sell
6,504
-138
-2% -$9.28K 0.26% 91
2014
Q1 		$444K Hold
6,642
– – 0.28% 88
2013
Q4 		$466K Buy
6,642
+65
+1% +$4.34K 0.31% 89
2013
Q3 		$426K Hold
6,577
– – 0.3% 83
2013
Q2 		$359K Buy
+6,577
New +$370K 0.24% 88

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Aspen Investment Management's EMR Position: Q4 2021 in Review

Aspen Investment Management sold out of Emerson Electric (EMR) in Q4 2021, closing a stake of 3,944 shares — an estimated $372K sold.

Aspen Investment Management first reported a position in EMR in Q2 2013 and held it in 10 quarters. The position peaked at $466K in Q4 2013. 1,796 funds tracked by Wall St. Rank hold EMR as of Q4 2021.

  • Aspen Investment Management reported no remaining Emerson Electric position as of Q4 2021 after selling out during the quarter.
  • Aspen Investment Management sold 3,944 Emerson Electric shares in Q4 2021, an estimated $372K.
  • Aspen Investment Management first reported a position in Emerson Electric in Q2 2013 and held it in 10 quarters.
  • Aspen Investment Management's Emerson Electric position peaked at $466K in Q4 2013.
  • 1,796 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2021.

Based on Aspen Investment Management's 13F filing for Q4 2021, filed 26 Jan 2022.