Financial Engines Advisors
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Financial Engines Advisors’s Emerson Electric EMR Stock Holding History

Financial Engines Advisors’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
-3,382
Closed -$247K – 296
2022
Q3 		$247K Sell
3,382
-903
-21% -$75K ﹤0.01% 259
2022
Q2 		$340K Buy
4,285
+953
+29% +$84K ﹤0.01% 236
2022
Q1 		$327K Sell
3,332
-212
-6% -$20.1K ﹤0.01% 243
2021
Q4 		$329K Buy
3,544
+79
+2% +$7.44K ﹤0.01% 201
2021
Q3 		$326K Buy
+3,465
New +$346K ﹤0.01% 206

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

Financial Engines Advisors's EMR Position: Q4 2022 in Review

Financial Engines Advisors sold out of Emerson Electric (EMR) in Q4 2022, closing a stake of 3,382 shares — an estimated $247K sold.

Financial Engines Advisors first reported a position in EMR in Q3 2021 and held it in 5 quarters. The position peaked at $340K in Q2 2022. 1,794 funds tracked by Wall St. Rank hold EMR as of Q4 2022.

  • Financial Engines Advisors reported no remaining Emerson Electric position as of Q4 2022 after selling out during the quarter.
  • Financial Engines Advisors sold 3,382 Emerson Electric shares in Q4 2022, an estimated $247K.
  • Financial Engines Advisors first reported a position in Emerson Electric in Q3 2021 and held it in 5 quarters.
  • Financial Engines Advisors's Emerson Electric position peaked at $340K in Q2 2022.
  • 1,794 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2022.

Based on Financial Engines Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.