CSat Investment Advisory’s Emerson Electric EMR Stock Holding History

CSat Investment Advisory’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 Q1	$15K	Buy	162 +18	+13%	+$1.55K	0.01%	410
2020 Q4	$12K	Sell	144 -2,841	-95%	-$211K	0.01%	414
2020 Q3	$195K	Buy	2,985 +348	+13%	+$22.9K	0.02%	280
2020 Q2	$164K	Sell	2,637 -187	-7%	-$10.6K	0.02%	350
2020 Q1	$134K	Buy	2,824 +1,051	+59%	+$69.2K	0.03%	297
2019 Q4	$135K	Buy	1,773 +446	+34%	+$32.1K	0.04%	299
2019 Q3	$89K	Buy	1,327 +141	+12%	+$8.86K	0.03%	340
2019 Q2	$79K	Buy	1,186 +1,079	+1,008%	+$72.3K	0.03%	341
2019 Q1	$7K	Sell	107 -4	-4%	-$263	﹤0.01%	470
2018 Q4	$7K	Buy	111 +54	+95%	+$3.64K	﹤0.01%	452
2018 Q3	$4K	Buy	57 +6	+12%	+$443	﹤0.01%	482
2018 Q2	$4K	Buy	+51	New	+$3.58K	﹤0.01%	479

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

CSat Investment Advisory's EMR Position: Q1 2021 in Review

CSat Investment Advisory increased its Emerson Electric (EMR) stake by 13% in Q1 2021, buying an estimated $1.55K and bringing the position to 162 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #410.

CSat Investment Advisory first reported a position in EMR in Q2 2018 and has held it in 12 quarters since. The position peaked at $195K in Q3 2020. 1,686 funds tracked by Wall St. Rank hold EMR as of Q1 2021.

CSat Investment Advisory held 162 shares of Emerson Electric worth $15K as of Q1 2021.
CSat Investment Advisory bought 18 Emerson Electric shares in Q1 2021, an estimated $1.55K.
Emerson Electric made up 0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #410 holding.
CSat Investment Advisory first reported a position in Emerson Electric in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Emerson Electric position peaked at $195K in Q3 2020.
1,686 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.