Beacon Capital Management Inc (Ohio)’s Emerson Electric EMR Stock Holding History

Beacon Capital Management Inc (Ohio)’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	-31	Closed	-$2K	–	61
2020 Q4	$2K	Hold	31	–	–	﹤0.01%	66
2020 Q3	$2K	Buy	+31	New	+$2.04K	﹤0.01%	76
2018 Q1	–	Sell	-14	Closed	-$1K	–	92
2017 Q4	$1K	Buy	+14	New	+$907	﹤0.01%	71
2014 Q4	–	Sell	-265	Closed	-$17K	–	216
2014 Q3	$17K	Sell	265 -200	-43%	-$13K	﹤0.01%	121
2014 Q2	$31K	Hold	465	–	–	0.01%	108
2014 Q1	$31K	Sell	465 -100	-18%	-$6.58K	0.01%	104
2013 Q4	$40K	Buy	+565	New	+$37.7K	0.01%	93

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s EMR Position: Q1 2021 in Review

Beacon Capital Management Inc (Ohio) sold out of Emerson Electric (EMR) in Q1 2021, closing a stake of 31 shares — an estimated $2K sold.

Beacon Capital Management Inc (Ohio) first reported a position in EMR in Q4 2013 and held it in 7 quarters. The position peaked at $40K in Q4 2013. 1,685 funds tracked by Wall St. Rank hold EMR as of Q1 2021.

Beacon Capital Management Inc (Ohio) reported no remaining Emerson Electric position as of Q1 2021 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 31 Emerson Electric shares in Q1 2021, an estimated $2K.
Beacon Capital Management Inc (Ohio) first reported a position in Emerson Electric in Q4 2013 and held it in 7 quarters.
Beacon Capital Management Inc (Ohio)'s Emerson Electric position peaked at $40K in Q4 2013.
1,685 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2021.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2021, filed 14 Apr 2021.