Elm Advisors’s Emerson Electric EMR Stock Holding History

Elm Advisors’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	–	Sell	-825	Closed	-$66K	–	138
2020 Q4	$66K	Buy	+825	New	+$61.3K	0.04%	143
2018 Q4	–	Sell	-825	Closed	-$63K	–	131
2018 Q3	$63K	Buy	+825	New	+$60.9K	0.04%	145

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

Elm Advisors's EMR Position: Q1 2021 in Review

Elm Advisors sold out of Emerson Electric (EMR) in Q1 2021, closing a stake of 825 shares — an estimated $66K sold.

Elm Advisors first reported a position in EMR in Q3 2018 and held it in 2 quarters. The position peaked at $66K in Q4 2020. 1,685 funds tracked by Wall St. Rank hold EMR as of Q1 2021.

Elm Advisors reported no remaining Emerson Electric position as of Q1 2021 after selling out during the quarter.
Elm Advisors sold 825 Emerson Electric shares in Q1 2021, an estimated $66K.
Elm Advisors first reported a position in Emerson Electric in Q3 2018 and held it in 2 quarters.
Elm Advisors's Emerson Electric position peaked at $66K in Q4 2020.
1,685 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2021.

Based on Elm Advisors's 13F filing for Q1 2021, filed 5 Apr 2021.