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Berman Capital Advisors’s Emerson Electric EMR Stock Holding History

Berman Capital 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
Q3 		$381K Buy
4,057
+221
+6% +$22.1K 0.06% 164
2021
Q2 		$368K Buy
3,836
+426
+12% +$40.1K 0.06% 151
2021
Q1 		$306K Buy
3,410
+397
+13% +$34.2K 0.06% 144
2020
Q4 		$241K Buy
3,013
+176
+6% +$13.1K 0.06% 141
2020
Q3 		$185K Buy
2,837
+1,842
+185% +$121K 0.05% 152
2020
Q2 		$61K Buy
995
+7
+0.7% +$398 0.02% 291
2020
Q1 		$46K Buy
988
+241
+32% +$15.9K 0.01% 305
2019
Q4 		$56K Hold
747
– – 0.02% 304
2019
Q3 		$49K Sell
747
-463
-38% -$29.1K 0.02% 303
2019
Q2 		$80K Buy
1,210
+203
+20% +$13.6K 0.03% 234
2019
Q1 		$68K Buy
1,007
+73
+8% +$4.8K 0.02% 238
2018
Q4 		$55K Buy
+934
New +$63K 0.02% 243

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Berman Capital Advisors's EMR Position: Q3 2021 in Review

Berman Capital Advisors increased its Emerson Electric (EMR) stake by 5.8% in Q3 2021, buying an estimated $22.1K and bringing the position to 4,057 shares worth $381K. The position accounts for 0.06% of the portfolio, ranked #164.

Berman Capital Advisors first reported a position in EMR in Q4 2018 and has held it in 12 quarters since. 1,687 funds tracked by Wall St. Rank hold EMR as of Q3 2021.

  • Berman Capital Advisors held 4,057 shares of Emerson Electric worth $381K as of Q3 2021.
  • Berman Capital Advisors bought 221 Emerson Electric shares in Q3 2021, an estimated $22.1K.
  • Emerson Electric made up 0.06% of Berman Capital Advisors's portfolio in Q3 2021, its #164 holding.
  • Berman Capital Advisors first reported a position in Emerson Electric in Q4 2018 and has held it in 12 quarters since.
  • 1,687 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.