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Bontempo Ohly Capital Management’s Emerson Electric EMR Stock Holding History

Bontempo Ohly Capital 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
2021
Q1 		– Sell
-42,054
Closed -$3.38M – 33
2020
Q4 		$3.38M Buy
42,054
+654
+2% +$48.6K 2.03% 14
2020
Q3 		$2.71M Buy
41,400
+815
+2% +$53.7K 1.85% 18
2020
Q2 		$2.52M Buy
40,585
+1,368
+3% +$77.7K 1.78% 22
2020
Q1 		$1.87M Buy
39,217
+159
+0.4% +$10.5K 1.55% 25
2019
Q4 		$2.98M Buy
39,058
+489
+1% +$35.2K 1.99% 14
2019
Q3 		$2.58M Buy
38,569
+146
+0.4% +$9.18K 1.84% 20
2019
Q2 		$2.56M Buy
38,423
+212
+0.6% +$14.2K 1.86% 19
2019
Q1 		$2.62M Sell
38,211
-1,047
-3% -$68.9K 1.89% 19
2018
Q4 		$2.35M Buy
39,258
+720
+2% +$48.6K 1.74% 20
2018
Q3 		$2.95M Buy
38,538
+4,136
+12% +$305K 1.97% 14
2018
Q2 		$2.38M Buy
34,402
+338
+1% +$23.8K 1.86% 16
2018
Q1 		$2.33M Sell
34,064
-639
-2% -$45.5K 1.86% 15
2017
Q4 		$2.44M Buy
34,703
+350
+1% +$22.7K 1.9% 14
2017
Q3 		$2.16M Sell
34,353
-267
-0.8% -$16.1K 1.67% 16
2017
Q2 		$2.06M Sell
34,620
-737
-2% -$43.7K 1.67% 16
2017
Q1 		$2.12M Sell
35,357
-2,016
-5% -$120K 1.69% 13
2016
Q4 		$2.08M Buy
37,373
+1,340
+4% +$72.1K 1.7% 17
2016
Q3 		$1.96M Buy
36,033
+651
+2% +$34.9K 1.64% 20
2016
Q2 		$1.85M Sell
35,382
-584
-2% -$31K 1.59% 23
2016
Q1 		$1.96M Buy
35,966
+6,814
+23% +$329K 1.72% 17
2015
Q4 		$1.39M Buy
29,152
+212
+0.7% +$10.1K 1.32% 26
2015
Q3 		$1.28M Buy
28,940
+1,495
+5% +$73.5K 1.29% 26
2015
Q2 		$1.52M Sell
27,445
-115
-0.4% -$6.76K 1.47% 27
2015
Q1 		$1.56M Buy
27,560
+4,227
+18% +$246K 1.49% 25
2014
Q4 		$1.44M Buy
+23,333
New +$1.46M 1.39% 27

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bontempo Ohly Capital Management's EMR Position: Q1 2021 in Review

Bontempo Ohly Capital Management sold out of Emerson Electric (EMR) in Q1 2021, closing a stake of 42,054 shares — an estimated $3.38M sold.

Bontempo Ohly Capital Management first reported a position in EMR in Q4 2014 and held it in 25 quarters. The position peaked at $3.38M in Q4 2020. 1,686 funds tracked by Wall St. Rank hold EMR as of Q1 2021.

  • Bontempo Ohly Capital Management reported no remaining Emerson Electric position as of Q1 2021 after selling out during the quarter.
  • Bontempo Ohly Capital Management sold 42,054 Emerson Electric shares in Q1 2021, an estimated $3.38M.
  • Bontempo Ohly Capital Management first reported a position in Emerson Electric in Q4 2014 and held it in 25 quarters.
  • Bontempo Ohly Capital Management's Emerson Electric position peaked at $3.38M in Q4 2020.
  • 1,686 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2021.

Based on Bontempo Ohly Capital Management's 13F filing for Q1 2021, filed 17 May 2021.