Baker Tilly Wealth Management’s Emerson Electric EMR Stock Holding History

Baker Tilly Wealth 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
2023 Q1	–	Sell	-12,508	Closed	-$1.2M	–	556
2022 Q4	$1.2M	Sell	12,508 -1,047	-8%	-$94.1K	0.15%	161
2022 Q3	$992K	Buy	13,555 +1,453	+12%	+$121K	0.14%	164
2022 Q2	$963K	Buy	12,102 +1,755	+17%	+$155K	0.13%	175
2022 Q1	$1.01M	Buy	10,347 +1,623	+19%	+$154K	0.11%	191
2021 Q4	$811K	Buy	8,724 +239	+3%	+$22.5K	0.09%	252
2021 Q3	$799K	Buy	8,485 +1,241	+17%	+$124K	0.11%	203
2021 Q2	$697K	Buy	7,244 +2,502	+53%	+$235K	0.11%	202
2021 Q1	$428K	Buy	4,742 +305	+7%	+$26.2K	0.09%	277
2020 Q4	$357K	Buy	+4,437	New	+$330K	0.11%	204

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baker Tilly Wealth Management's EMR Position: Q1 2023 in Review

Baker Tilly Wealth Management sold out of Emerson Electric (EMR) in Q1 2023, closing a stake of 12,508 shares — an estimated $1.2M sold.

Baker Tilly Wealth Management first reported a position in EMR in Q4 2020 and held it in 9 quarters. The position peaked at $1.2M in Q4 2022. 1,751 funds tracked by Wall St. Rank hold EMR as of Q1 2023.

Baker Tilly Wealth Management reported no remaining Emerson Electric position as of Q1 2023 after selling out during the quarter.
Baker Tilly Wealth Management sold 12,508 Emerson Electric shares in Q1 2023, an estimated $1.2M.
Baker Tilly Wealth Management first reported a position in Emerson Electric in Q4 2020 and held it in 9 quarters.
Baker Tilly Wealth Management's Emerson Electric position peaked at $1.2M in Q4 2022.
1,751 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.