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Caliber Wealth Management (Utah)’s Emerson Electric EMR Stock Holding History

Caliber Wealth Management (Utah)’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
2023
Q1 		– Sell
-5,048
Closed -$485K – 71
2022
Q4 		$485K Buy
+5,048
New +$454K 0.37% 56

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Caliber Wealth Management (Utah)'s EMR Position: Q1 2023 in Review

Caliber Wealth Management (Utah) sold out of Emerson Electric (EMR) in Q1 2023, closing a stake of 5,048 shares — an estimated $485K sold.

Caliber Wealth Management (Utah) first reported a position in EMR in Q4 2022 and held it in 1 quarter. The position peaked at $485K in Q4 2022. 1,751 funds tracked by Wall St. Rank hold EMR as of Q1 2023.

  • Caliber Wealth Management (Utah) reported no remaining Emerson Electric position as of Q1 2023 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 5,048 Emerson Electric shares in Q1 2023, an estimated $485K.
  • Caliber Wealth Management (Utah) first reported a position in Emerson Electric in Q4 2022 and held it in 1 quarter.
  • Caliber Wealth Management (Utah)'s Emerson Electric position peaked at $485K in Q4 2022.
  • 1,751 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2023, filed 10 Apr 2023.