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Capital Directions Investment Advisors’s Emerson Electric EMR Stock Holding History

Capital Directions Investment 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
Q4 		– Sell
-120
Closed -$11K – 109
2021
Q3 		$11K Hold
120
– – ﹤0.01% 233
2021
Q2 		$12K Buy
+120
New +$11.3K ﹤0.01% 202
2018
Q3 		– Sell
-42
Closed -$3K – 171
2018
Q2 		$3K Buy
+42
New +$2.95K ﹤0.01% 143

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Capital Directions Investment Advisors's EMR Position: Q4 2021 in Review

Capital Directions Investment Advisors sold out of Emerson Electric (EMR) in Q4 2021, closing a stake of 120 shares — an estimated $11K sold.

Capital Directions Investment Advisors first reported a position in EMR in Q2 2018 and held it in 3 quarters. The position peaked at $12K in Q2 2021. 1,797 funds tracked by Wall St. Rank hold EMR as of Q4 2021.

  • Capital Directions Investment Advisors reported no remaining Emerson Electric position as of Q4 2021 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 120 Emerson Electric shares in Q4 2021, an estimated $11K.
  • Capital Directions Investment Advisors first reported a position in Emerson Electric in Q2 2018 and held it in 3 quarters.
  • Capital Directions Investment Advisors's Emerson Electric position peaked at $12K in Q2 2021.
  • 1,797 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2021.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.