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Capital Group Private Client Services’s Emerson Electric EMR Stock Holding History

Capital Group Private Client Services’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
-7,392
Closed -$541K – 243
2022
Q3 		$541K Hold
7,392
– – 0.01% 204
2022
Q2 		$588K Hold
7,392
– – 0.01% 203
2022
Q1 		$725K Hold
7,392
– – 0.01% 204
2021
Q4 		$687K Hold
7,392
– – 0.01% 194
2021
Q3 		$696K Buy
+7,392
New +$738K 0.01% 189

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

Capital Group Private Client Services's EMR Position: Q4 2022 in Review

Capital Group Private Client Services sold out of Emerson Electric (EMR) in Q4 2022, closing a stake of 7,392 shares — an estimated $541K sold.

Capital Group Private Client Services first reported a position in EMR in Q3 2021 and held it in 5 quarters. The position peaked at $725K in Q1 2022. 1,794 funds tracked by Wall St. Rank hold EMR as of Q4 2022.

  • Capital Group Private Client Services reported no remaining Emerson Electric position as of Q4 2022 after selling out during the quarter.
  • Capital Group Private Client Services sold 7,392 Emerson Electric shares in Q4 2022, an estimated $541K.
  • Capital Group Private Client Services first reported a position in Emerson Electric in Q3 2021 and held it in 5 quarters.
  • Capital Group Private Client Services's Emerson Electric position peaked at $725K in Q1 2022.
  • 1,794 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2022.

Based on Capital Group Private Client Services's 13F filing for Q4 2022, filed 14 Feb 2023.