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Baltimore-Washington Financial Advisors’s Emerson Electric EMR Stock Holding History

Baltimore-Washington Financial 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
2020
Q1 		– Sell
-54,203
Closed -$4.13M – 117
2019
Q4 		$4.13M Buy
54,203
+1,655
+3% +$119K 0.61% 64
2019
Q3 		$3.51M Sell
52,548
-1,585
-3% -$99.6K 0.58% 64
2019
Q2 		$3.61M Buy
54,133
+110
+0.2% +$7.37K 0.61% 61
2019
Q1 		$3.7M Buy
54,023
+1,945
+4% +$128K 0.65% 58
2018
Q4 		$3.11M Buy
52,078
+48,455
+1,337% +$3.27M 0.64% 59
2018
Q3 		$277K Buy
+3,623
New +$267K 0.05% 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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baltimore-Washington Financial Advisors's EMR Position: Q1 2020 in Review

Baltimore-Washington Financial Advisors sold out of Emerson Electric (EMR) in Q1 2020, closing a stake of 54,203 shares — an estimated $4.13M sold.

Baltimore-Washington Financial Advisors first reported a position in EMR in Q3 2018 and held it in 6 quarters. The position peaked at $4.13M in Q4 2019. 1,346 funds tracked by Wall St. Rank hold EMR as of Q1 2020.

  • Baltimore-Washington Financial Advisors reported no remaining Emerson Electric position as of Q1 2020 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 54,203 Emerson Electric shares in Q1 2020, an estimated $4.13M.
  • Baltimore-Washington Financial Advisors first reported a position in Emerson Electric in Q3 2018 and held it in 6 quarters.
  • Baltimore-Washington Financial Advisors's Emerson Electric position peaked at $4.13M in Q4 2019.
  • 1,346 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2020.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2020, filed 28 Apr 2020.