FP
EMR icon

Fiduciary Planning’s Emerson Electric EMR Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-203
Closed -$18K – 121
2021
Q1 		$18K Buy
203
+1
+0.5% +$86 0.03% 117
2020
Q4 		$16K Buy
202
+1
+0.5% +$74 0.02% 118
2020
Q3 		$13K Buy
+201
New +$13.2K 0.02% 97
2020
Q1 		– Sell
-3,564
Closed -$265K – 52
2019
Q4 		$265K Buy
+3,564
New +$257K 0.24% 49

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiduciary Planning's EMR Position: Q2 2021 in Review

Fiduciary Planning sold out of Emerson Electric (EMR) in Q2 2021, closing a stake of 203 shares — an estimated $18K sold.

Fiduciary Planning first reported a position in EMR in Q4 2019 and held it in 4 quarters. The position peaked at $265K in Q4 2019. 1,697 funds tracked by Wall St. Rank hold EMR as of Q2 2021.

  • Fiduciary Planning reported no remaining Emerson Electric position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 203 Emerson Electric shares in Q2 2021, an estimated $18K.
  • Fiduciary Planning first reported a position in Emerson Electric in Q4 2019 and held it in 4 quarters.
  • Fiduciary Planning's Emerson Electric position peaked at $265K in Q4 2019.
  • 1,697 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.