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Convergence Investment Partners’s Emerson Electric EMR Stock Holding History

Convergence Investment Partners’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
Q3 		– Sell
-12,585
Closed -$1M – 218
2022
Q2 		$1M Buy
12,585
+128
+1% +$11.3K 0.61% 63
2022
Q1 		$1.22M Sell
12,457
-2,672
-18% -$253K 0.63% 61
2021
Q4 		$1.41M Sell
15,129
-1,963
-11% -$185K 0.72% 53
2021
Q3 		$1.61M Sell
17,092
-5,859
-26% -$585K 0.86% 34
2021
Q2 		$2.21M Buy
22,951
+8,378
+57% +$788K 0.95% 31
2021
Q1 		$1.31M Buy
+14,573
New +$1.25M 0.6% 61
2020
Q3 		– Sell
-14,853
Closed -$921K – 241
2020
Q2 		$921K Buy
+14,853
New +$844K 0.32% 114
2018
Q4 		– Sell
-27,463
Closed -$2.1M – 323
2018
Q3 		$2.1M Buy
+27,463
New +$2.03M 0.43% 83
2018
Q2 		– Sell
-1,461
Closed -$100K – 495
2018
Q1 		$100K Buy
+1,461
New +$104K 0.01% 347
2017
Q1 		– Sell
-34,291
Closed -$1.91M – 347
2016
Q4 		$1.91M Sell
34,291
-377
-1% -$20.3K 0.26% 141
2016
Q3 		$1.89M Buy
+34,668
New +$1.86M 0.28% 133
2015
Q3 		– Sell
-24,290
Closed -$1.35M – 360
2015
Q2 		$1.35M Buy
24,290
+754
+3% +$44.3K 0.13% 239
2015
Q1 		$1.33M Sell
23,536
-51,198
-69% -$2.98M 0.19% 216
2014
Q4 		$4.61M Buy
+74,734
New +$4.68M 0.62% 29
2014
Q3 		– Sell
-36,407
Closed -$2.42M – 377
2014
Q2 		$2.42M Buy
+36,407
New +$2.45M 0.32% 111

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Convergence Investment Partners's EMR Position: Q3 2022 in Review

Convergence Investment Partners sold out of Emerson Electric (EMR) in Q3 2022, closing a stake of 12,585 shares — an estimated $1M sold.

Convergence Investment Partners first reported a position in EMR in Q2 2014 and held it in 15 quarters. The position peaked at $4.61M in Q4 2014. 1,679 funds tracked by Wall St. Rank hold EMR as of Q3 2022.

  • Convergence Investment Partners reported no remaining Emerson Electric position as of Q3 2022 after selling out during the quarter.
  • Convergence Investment Partners sold 12,585 Emerson Electric shares in Q3 2022, an estimated $1M.
  • Convergence Investment Partners first reported a position in Emerson Electric in Q2 2014 and held it in 15 quarters.
  • Convergence Investment Partners's Emerson Electric position peaked at $4.61M in Q4 2014.
  • 1,679 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2022.

Based on Convergence Investment Partners's 13F filing for Q3 2022, filed 8 Nov 2022.