GIA
EMR icon

Goodwin Investment Advisory’s Emerson Electric EMR Stock Holding History

Goodwin Investment Advisory’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
Q3 		– Sell
-419
Closed -$40K – 146
2021
Q2 		$40K Hold
419
– – 0.04% 80
2021
Q1 		$38K Buy
+419
New +$36K 0.04% 88

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goodwin Investment Advisory's EMR Position: Q3 2021 in Review

Goodwin Investment Advisory sold out of Emerson Electric (EMR) in Q3 2021, closing a stake of 419 shares — an estimated $40K sold.

Goodwin Investment Advisory first reported a position in EMR in Q1 2021 and held it in 2 quarters. The position peaked at $40K in Q2 2021. 1,686 funds tracked by Wall St. Rank hold EMR as of Q3 2021.

  • Goodwin Investment Advisory reported no remaining Emerson Electric position as of Q3 2021 after selling out during the quarter.
  • Goodwin Investment Advisory sold 419 Emerson Electric shares in Q3 2021, an estimated $40K.
  • Goodwin Investment Advisory first reported a position in Emerson Electric in Q1 2021 and held it in 2 quarters.
  • Goodwin Investment Advisory's Emerson Electric position peaked at $40K in Q2 2021.
  • 1,686 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2021.

Based on Goodwin Investment Advisory's 13F filing for Q3 2021, filed 1 Nov 2021.