De Burlo Group’s Emerson Electric EMR Stock Holding History

De Burlo Group’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	-547	Closed	-$40.1K	–	112
2022 Q3	$40.1K	Buy	+547	New	+$45.4K	0.01%	108
2022 Q2	–	Sell	-549	Closed	-$53.8K	–	122
2022 Q1	$53.8K	Buy	+549	New	+$52K	0.01%	110
2021 Q4	–	Sell	-112,447	Closed	-$10.6M	–	97
2021 Q3	$10.6M	Sell	112,447 -11,200	-9%	-$1.12M	1.72%	22
2021 Q2	$11.9M	Buy	123,647 +40,900	+49%	+$3.85M	1.89%	24
2021 Q1	$7.46M	Buy	+82,747	New	+$7.12M	1.34%	27
2015 Q1	–	Sell	-4,650	Closed	-$287K	–	106
2014 Q4	$287K	Buy	4,650 +300	+7%	+$18.8K	0.06%	99
2014 Q3	$272K	Sell	4,350 -200	-4%	-$13K	0.06%	95
2014 Q2	$302K	Sell	4,550 -43,200	-90%	-$2.9M	0.07%	88
2014 Q1	$3.19M	Sell	47,750 -22,800	-32%	-$1.5M	0.77%	49
2013 Q4	$4.95M	Hold	70,550	–	–	1.18%	36
2013 Q3	$4.57M	Buy	70,550 +12,300	+21%	+$752K	1.24%	39
2013 Q2	$3.18M	Buy	+58,250	New	+$3.28M	0.94%	46

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

De Burlo Group's EMR Position: Q4 2022 in Review

De Burlo Group sold out of Emerson Electric (EMR) in Q4 2022, closing a stake of 547 shares — an estimated $40.1K sold.

De Burlo Group first reported a position in EMR in Q2 2013 and held it in 12 quarters. The position peaked at $11.9M in Q2 2021. 1,794 funds tracked by Wall St. Rank hold EMR as of Q4 2022.

De Burlo Group reported no remaining Emerson Electric position as of Q4 2022 after selling out during the quarter.
De Burlo Group sold 547 Emerson Electric shares in Q4 2022, an estimated $40.1K.
De Burlo Group first reported a position in Emerson Electric in Q2 2013 and held it in 12 quarters.
De Burlo Group's Emerson Electric position peaked at $11.9M in Q2 2021.
1,794 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2022.

Based on De Burlo Group's 13F filing for Q4 2022, filed 14 Feb 2023.