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Financial Architects (New Jersey)’s Emerson Electric EMR Stock Holding History

Financial Architects (New Jersey)’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 		– Sell
-862
Closed -$53K – 414
2020
Q2 		$53K Sell
862
-679
-44% -$38.6K 0.01% 413
2020
Q1 		$73K Hold
1,541
– – 0.02% 338
2019
Q4 		$118K Sell
1,541
-350
-19% -$25.2K 0.03% 309
2019
Q3 		$126K Hold
1,891
– – 0.03% 296
2019
Q2 		$126K Sell
1,891
-265
-12% -$17.8K 0.02% 333
2019
Q1 		$147K Buy
2,156
+62
+3% +$4.08K 0.03% 367
2018
Q4 		$125K Sell
2,094
-1,200
-36% -$80.9K 0.02% 352
2018
Q3 		$253K Buy
3,294
+1,287
+64% +$94.9K 0.04% 270
2018
Q2 		$138K Sell
2,007
-277
-12% -$19.5K 0.02% 341
2018
Q1 		$156K Buy
2,284
+100
+5% +$7.12K 0.03% 352
2017
Q4 		$153K Buy
2,184
+250
+13% +$16.2K 0.03% 386
2017
Q3 		$122K Hold
1,934
– – 0.02% 458
2017
Q2 		$116K Sell
1,934
-80
-4% -$4.74K 0.02% 453
2017
Q1 		$121K Sell
2,014
-120
-6% -$7.16K 0.02% 419
2016
Q4 		$119K Buy
2,134
+170
+9% +$9.14K 0.03% 356
2016
Q3 		$108K Buy
1,964
+270
+16% +$14.5K 0.03% 377
2016
Q2 		$89K Buy
1,694
+40
+2% +$2.13K 0.03% 395
2016
Q1 		$90K Buy
+1,654
New +$79.8K 0.03% 298
2015
Q3 		– Sell
-822
Closed -$46K – 418
2015
Q2 		$46K Sell
822
-201
-20% -$11.8K 0.02% 455
2015
Q1 		$58K Buy
1,023
+312
+44% +$18.1K 0.02% 379
2014
Q4 		$44K Buy
711
+311
+78% +$19.5K 0.02% 361
2014
Q3 		$25K Buy
400
+200
+100% +$13K 0.01% 432
2014
Q2 		$13K Buy
+200
New +$13.4K 0.01% 577
2013
Q4 		– Sell
-200
Closed -$13K – 279
2013
Q3 		$13K Hold
200
– – 0.01% 445
2013
Q2 		$11K Buy
+200
New +$11.2K 0.01% 443

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

Financial Architects (New Jersey)'s EMR Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Emerson Electric (EMR) in Q3 2020, closing a stake of 862 shares — an estimated $53K sold.

Financial Architects (New Jersey) first reported a position in EMR in Q2 2013 and held it in 25 quarters. The position peaked at $253K in Q3 2018. 1,456 funds tracked by Wall St. Rank hold EMR as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Emerson Electric position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 862 Emerson Electric shares in Q3 2020, an estimated $53K.
  • Financial Architects (New Jersey) first reported a position in Emerson Electric in Q2 2013 and held it in 25 quarters.
  • Financial Architects (New Jersey)'s Emerson Electric position peaked at $253K in Q3 2018.
  • 1,456 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.