Doyle Wealth Management’s Emerson Electric EMR Stock Holding History

Doyle Wealth Management’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	-2,574	Closed	-$205K	–	209
2022 Q2	$205K	Buy	2,574 +36	+1%	+$3.17K	0.02%	203
2022 Q1	$249K	Buy	2,538 +50	+2%	+$4.73K	0.02%	213
2021 Q4	$231K	Sell	2,488 -500	-17%	-$47.1K	0.02%	213
2021 Q3	$281K	Hold	2,988	–	–	0.02%	188
2021 Q2	$288K	Hold	2,988	–	–	0.02%	184
2021 Q1	$270K	Sell	2,988 -127	-4%	-$10.9K	0.03%	183
2020 Q4	$250K	Buy	+3,115	New	+$232K	0.03%	188
2020 Q1	–	Sell	-2,807	Closed	-$214K	–	194
2019 Q4	$214K	Buy	+2,807	New	+$202K	0.03%	198
2019 Q3	–	Sell	-2,812	Closed	-$188K	–	354
2019 Q2	$188K	Buy	+2,812	New	+$188K	0.03%	198
2019 Q1	–	Sell	-3,975	Closed	-$238K	–	340
2018 Q4	$238K	Buy	3,975 +1,123	+39%	+$75.7K	0.04%	163
2018 Q3	$218K	Sell	2,852 -149	-5%	-$11K	0.03%	181
2018 Q2	$207K	Buy	+3,001	New	+$211K	0.03%	176
2018 Q1	–	Sell	-3,293	Closed	-$229K	–	173
2017 Q4	$229K	Buy	+3,293	New	+$213K	0.04%	152

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Doyle Wealth Management's EMR Position: Q3 2022 in Review

Doyle Wealth Management sold out of Emerson Electric (EMR) in Q3 2022, closing a stake of 2,574 shares — an estimated $205K sold.

Doyle Wealth Management first reported a position in EMR in Q4 2017 and held it in 13 quarters. The position peaked at $288K in Q2 2021. 1,679 funds tracked by Wall St. Rank hold EMR as of Q3 2022.

Doyle Wealth Management reported no remaining Emerson Electric position as of Q3 2022 after selling out during the quarter.
Doyle Wealth Management sold 2,574 Emerson Electric shares in Q3 2022, an estimated $205K.
Doyle Wealth Management first reported a position in Emerson Electric in Q4 2017 and held it in 13 quarters.
Doyle Wealth Management's Emerson Electric position peaked at $288K in Q2 2021.
1,679 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.