FourThought Financial’s Emerson Electric EMR Stock Holding History

FourThought Financial’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 Q3	$441K	Sell	6,016 -1,534	-20%	-$127K	0.07%	197
2022 Q2	$601K	Sell	7,550 -303	-4%	-$26.7K	0.09%	161
2022 Q1	$770K	Sell	7,853 -305	-4%	-$28.9K	0.1%	141
2021 Q4	$758K	Sell	8,158 -313	-4%	-$29.5K	0.1%	145
2021 Q3	$798K	Sell	8,471 -166	-2%	-$16.6K	0.11%	146
2021 Q2	$831K	Buy	8,637 +21	+0.2%	+$1.98K	0.11%	154
2021 Q1	$777K	Buy	8,616 +161	+2%	+$13.9K	0.11%	146
2020 Q4	$679K	Buy	+8,455	New	+$629K	0.11%	150

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

FourThought Financial's EMR Position: Q3 2022 in Review

FourThought Financial reduced its Emerson Electric (EMR) stake by 20% in Q3 2022, selling an estimated $127K and leaving 6,016 shares worth $441K. The position accounts for 0.07% of the portfolio, ranked #197.

FourThought Financial first reported a position in EMR in Q4 2020 and has held it in 8 quarters since. The position peaked at $831K in Q2 2021. 1,680 funds tracked by Wall St. Rank hold EMR as of Q3 2022.

FourThought Financial held 6,016 shares of Emerson Electric worth $441K as of Q3 2022.
FourThought Financial sold 1,534 Emerson Electric shares in Q3 2022, an estimated $127K.
Emerson Electric made up 0.07% of FourThought Financial's portfolio in Q3 2022, its #197 holding.
FourThought Financial first reported a position in Emerson Electric in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Emerson Electric position peaked at $831K in Q2 2021.
1,680 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.