Braun Stacey Associates’s Emerson Electric EMR Stock Holding History

Braun Stacey Associates’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 Q2	–	Sell	-5,600	Closed	-$549K	–	138
2022 Q1	$549K	Buy	5,600 +600	+12%	+$56.8K	0.02%	123
2021 Q4	$465K	Hold	5,000	–	–	0.02%	125
2021 Q3	$471K	Sell	5,000 -1,000	-17%	-$99.8K	0.02%	124
2021 Q2	$577K	Buy	6,000 +500	+9%	+$47K	0.02%	121
2021 Q1	$496K	Buy	+5,500	New	+$473K	0.02%	121
2020 Q1	–	Sell	-3,100	Closed	-$236K	–	123
2019 Q4	$236K	Buy	+3,100	New	+$223K	0.01%	119
2017 Q2	–	Sell	-4,900	Closed	-$293K	–	138
2017 Q1	$293K	Sell	4,900 -100	-2%	-$5.97K	0.02%	134
2016 Q4	$279K	Sell	5,000 -2,100	-30%	-$113K	0.02%	148
2016 Q3	$387K	Sell	7,100 -200	-3%	-$10.7K	0.02%	130
2016 Q2	$381K	Buy	7,300 +1,300	+22%	+$69K	0.02%	133
2016 Q1	$326K	Buy	+6,000	New	+$289K	0.02%	141
2015 Q3	–	Sell	-39,450	Closed	-$2.19M	–	182
2015 Q2	$2.19M	Buy	39,450 +35,450	+886%	+$2.08M	0.09%	150
2015 Q1	$226K	Sell	4,000 -1,000	-20%	-$58.1K	0.01%	148
2014 Q4	$309K	Hold	5,000	–	–	0.02%	139
2014 Q3	$313K	Hold	5,000	–	–	0.02%	139
2014 Q2	$332K	Buy	5,000 +2,000	+67%	+$134K	0.02%	131
2014 Q1	$200K	Hold	3,000	–	–	0.01%	153
2013 Q4	$211K	Buy	+3,000	New	+$200K	0.01%	147

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Braun Stacey Associates's EMR Position: Q2 2022 in Review

Braun Stacey Associates sold out of Emerson Electric (EMR) in Q2 2022, closing a stake of 5,600 shares — an estimated $549K sold.

Braun Stacey Associates first reported a position in EMR in Q4 2013 and held it in 18 quarters. The position peaked at $2.19M in Q2 2015. 1,722 funds tracked by Wall St. Rank hold EMR as of Q2 2022.

Braun Stacey Associates reported no remaining Emerson Electric position as of Q2 2022 after selling out during the quarter.
Braun Stacey Associates sold 5,600 Emerson Electric shares in Q2 2022, an estimated $549K.
Braun Stacey Associates first reported a position in Emerson Electric in Q4 2013 and held it in 18 quarters.
Braun Stacey Associates's Emerson Electric position peaked at $2.19M in Q2 2015.
1,722 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2022.

Based on Braun Stacey Associates's 13F filing for Q2 2022, filed 27 Jul 2022.