EWM
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Elmwood Wealth Management’s Emerson Electric EMR Stock Holding History

Elmwood 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
2020
Q3 		$0 Hold
7
– – ﹤0.01% 260
2020
Q2 		$0 Sell
7
-26
-79% -$1.48K ﹤0.01% 280
2020
Q1 		$2.25K Buy
+33
New +$2.17K ﹤0.01% 254
2019
Q1 		– Sell
-33
Closed -$2K – 284
2018
Q4 		$2K Hold
33
– – ﹤0.01% 276
2018
Q3 		$2.53K Hold
33
– – ﹤0.01% 257
2018
Q2 		$2.28K Hold
33
– – ﹤0.01% 253
2018
Q1 		$2.25K Buy
+33
New +$2.35K ﹤0.01% 254

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elmwood Wealth Management's EMR Position: Q3 2020 in Review

Elmwood Wealth Management held its Emerson Electric (EMR) position steady in Q3 2020 at 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Elmwood Wealth Management first reported a position in EMR in Q1 2018 and has held it in 7 quarters since. The position peaked at $2.53K in Q3 2018. 1,456 funds tracked by Wall St. Rank hold EMR as of Q3 2020.

  • Elmwood Wealth Management held 7 shares of Emerson Electric worth $0 as of Q3 2020.
  • Elmwood Wealth Management left its Emerson Electric share count unchanged in Q3 2020.
  • Emerson Electric made up ﹤0.01% of Elmwood Wealth Management's portfolio in Q3 2020, its #260 holding.
  • Elmwood Wealth Management first reported a position in Emerson Electric in Q1 2018 and has held it in 7 quarters since.
  • Elmwood Wealth Management's Emerson Electric position peaked at $2.53K in Q3 2018.
  • 1,456 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2020.

Based on Elmwood Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.