Axim Planning & Wealth’s Emerson Electric EMR Stock Holding History

Axim Planning & Wealth’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 Q4	–	Sell	-300	Closed	-$22K	–	71
2022 Q3	$22K	Buy	+300	New	+$24.9K	0.02%	81

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Axim Planning & Wealth's EMR Position: Q4 2022 in Review

Axim Planning & Wealth sold out of Emerson Electric (EMR) in Q4 2022, closing a stake of 300 shares — an estimated $22K sold.

Axim Planning & Wealth first reported a position in EMR in Q3 2022 and held it in 1 quarter. The position peaked at $22K in Q3 2022. 1,794 funds tracked by Wall St. Rank hold EMR as of Q4 2022.

Axim Planning & Wealth reported no remaining Emerson Electric position as of Q4 2022 after selling out during the quarter.
Axim Planning & Wealth sold 300 Emerson Electric shares in Q4 2022, an estimated $22K.
Axim Planning & Wealth first reported a position in Emerson Electric in Q3 2022 and held it in 1 quarter.
Axim Planning & Wealth's Emerson Electric position peaked at $22K in Q3 2022.
1,794 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.