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Bel Air Investment Advisors’s Emerson Electric EMR Stock Holding History

Bel Air Investment 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
2021
Q2 		$212K Sell
2,203
-1,380
-39% -$130K 0.01% 360
2021
Q1 		$323K Buy
+3,583
New +$308K 0.01% 317

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bel Air Investment Advisors's EMR Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its Emerson Electric (EMR) stake by 39% in Q2 2021, selling an estimated $130K and leaving 2,203 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #360.

Bel Air Investment Advisors first reported a position in EMR in Q1 2021 and has held it in 2 quarters since. The position peaked at $323K in Q1 2021. 1,697 funds tracked by Wall St. Rank hold EMR as of Q2 2021.

  • Bel Air Investment Advisors held 2,203 shares of Emerson Electric worth $212K as of Q2 2021.
  • Bel Air Investment Advisors sold 1,380 Emerson Electric shares in Q2 2021, an estimated $130K.
  • Emerson Electric made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #360 holding.
  • Bel Air Investment Advisors first reported a position in Emerson Electric in Q1 2021 and has held it in 2 quarters since.
  • Bel Air Investment Advisors's Emerson Electric position peaked at $323K in Q1 2021.
  • 1,697 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.