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Blue Bell Private Wealth Management’s Emerson Electric EMR Stock Holding History

Blue Bell Private 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
2022
Q4 		– Sell
-25
Closed -$2K – 704
2022
Q3 		$2K Hold
25
– – ﹤0.01% 593
2022
Q2 		$2K Hold
25
– – ﹤0.01% 634
2022
Q1 		$2K Sell
25
-30
-55% -$2.84K ﹤0.01% 685
2021
Q4 		$5K Buy
+55
New +$5.18K ﹤0.01% 533

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Blue Bell Private Wealth Management's EMR Position: Q4 2022 in Review

Blue Bell Private Wealth Management sold out of Emerson Electric (EMR) in Q4 2022, closing a stake of 25 shares — an estimated $2K sold.

Blue Bell Private Wealth Management first reported a position in EMR in Q4 2021 and held it in 4 quarters. The position peaked at $5K in Q4 2021. 1,793 funds tracked by Wall St. Rank hold EMR as of Q4 2022.

  • Blue Bell Private Wealth Management reported no remaining Emerson Electric position as of Q4 2022 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 25 Emerson Electric shares in Q4 2022, an estimated $2K.
  • Blue Bell Private Wealth Management first reported a position in Emerson Electric in Q4 2021 and held it in 4 quarters.
  • Blue Bell Private Wealth Management's Emerson Electric position peaked at $5K in Q4 2021.
  • 1,793 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2022.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.