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Evoke Wealth’s Emerson Electric EMR Stock Holding History

Evoke Wealth’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
-109
Closed -$8K – 610
2022
Q3 		$8K Sell
109
-286
-72% -$23.8K ﹤0.01% 793
2022
Q2 		$31K Buy
395
+348
+740% +$30.7K ﹤0.01% 587
2022
Q1 		$5K Sell
47
-172
-79% -$16.3K ﹤0.01% 899
2021
Q4 		$20K Buy
219
+191
+682% +$18K ﹤0.01% 676
2021
Q3 		$2K Sell
28
-45
-62% -$4.49K ﹤0.01% 1000
2021
Q2 		$7K Sell
73
-17
-19% -$1.6K ﹤0.01% 802
2021
Q1 		$8K Buy
90
+57
+173% +$4.9K ﹤0.01% 723
2020
Q4 		$3K Hold
33
– – ﹤0.01% 815
2020
Q3 		$2K Hold
33
– – ﹤0.01% 838
2020
Q2 		$2K Sell
33
-28
-46% -$1.59K ﹤0.01% 856
2020
Q1 		$2.93K Sell
61
-330
-84% -$21.7K ﹤0.01% 732
2019
Q4 		$29.8K Buy
391
+173
+79% +$12.5K ﹤0.01% 511
2019
Q3 		$14.6K Buy
+218
New +$13.7K ﹤0.01% 740

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Evoke Wealth's EMR Position: Q4 2022 in Review

Evoke Wealth sold out of Emerson Electric (EMR) in Q4 2022, closing a stake of 109 shares — an estimated $8K sold.

Evoke Wealth first reported a position in EMR in Q3 2019 and held it in 13 quarters. The position peaked at $31K in Q2 2022. 1,794 funds tracked by Wall St. Rank hold EMR as of Q4 2022.

  • Evoke Wealth reported no remaining Emerson Electric position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 109 Emerson Electric shares in Q4 2022, an estimated $8K.
  • Evoke Wealth first reported a position in Emerson Electric in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Emerson Electric position peaked at $31K in Q2 2022.
  • 1,794 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.