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Fulcrum Equity Management’s Emerson Electric EMR Stock Holding History

Fulcrum Equity Management’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
Q1 		– Sell
-4,876
Closed -$453K – 135
2021
Q4 		$453K Sell
4,876
-349
-7% -$32.9K 0.17% 96
2021
Q3 		$492K Sell
5,225
-200
-4% -$20K 0.19% 86
2021
Q2 		$522K Buy
5,425
+939
+21% +$88.3K 0.19% 99
2021
Q1 		$405K Buy
4,486
+130
+3% +$11.2K 0.16% 117
2020
Q4 		$350K Buy
+4,356
New +$324K 0.14% 115

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fulcrum Equity Management's EMR Position: Q1 2022 in Review

Fulcrum Equity Management sold out of Emerson Electric (EMR) in Q1 2022, closing a stake of 4,876 shares — an estimated $453K sold.

Fulcrum Equity Management first reported a position in EMR in Q4 2020 and held it in 5 quarters. The position peaked at $522K in Q2 2021. 1,794 funds tracked by Wall St. Rank hold EMR as of Q1 2022.

  • Fulcrum Equity Management reported no remaining Emerson Electric position as of Q1 2022 after selling out during the quarter.
  • Fulcrum Equity Management sold 4,876 Emerson Electric shares in Q1 2022, an estimated $453K.
  • Fulcrum Equity Management first reported a position in Emerson Electric in Q4 2020 and held it in 5 quarters.
  • Fulcrum Equity Management's Emerson Electric position peaked at $522K in Q2 2021.
  • 1,794 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2022.

Based on Fulcrum Equity Management's 13F filing for Q1 2022, filed 15 Apr 2022.