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

EPG 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
Q2 		– Sell
-86
Closed -$4K – 321
2020
Q1 		$4K Sell
86
-100
-54% -$6.58K ﹤0.01% 617
2019
Q4 		$14K Buy
+186
New +$13.4K 0.01% 389

Other funds holding EMR

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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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EPG Wealth Management's EMR Position: Q2 2020 in Review

EPG Wealth Management sold out of Emerson Electric (EMR) in Q2 2020, closing a stake of 86 shares — an estimated $4K sold.

EPG Wealth Management first reported a position in EMR in Q4 2019 and held it in 2 quarters. The position peaked at $14K in Q4 2019. 1,395 funds tracked by Wall St. Rank hold EMR as of Q2 2020.

  • EPG Wealth Management reported no remaining Emerson Electric position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 86 Emerson Electric shares in Q2 2020, an estimated $4K.
  • EPG Wealth Management first reported a position in Emerson Electric in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Emerson Electric position peaked at $14K in Q4 2019.
  • 1,395 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.