HCA
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Horan Capital Advisors’s Emerson Electric EMR Stock Holding History

Horan Capital 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
2020
Q1 		– Sell
-300
Closed -$23K – 128
2019
Q4 		$23K Hold
300
– – 0.01% 190
2019
Q3 		$20K Buy
+300
New +$18.9K 0.01% 199
2019
Q2 		– Sell
-300
Closed -$21K – 122
2019
Q1 		$21K Buy
+300
New +$19.7K 0.01% 187
2017
Q4 		– Sell
-300
Closed -$19K – 131
2017
Q3 		$19K Buy
+300
New +$18.1K 0.01% 224

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Horan Capital Advisors's EMR Position: Q1 2020 in Review

Horan Capital Advisors sold out of Emerson Electric (EMR) in Q1 2020, closing a stake of 300 shares — an estimated $23K sold.

Horan Capital Advisors first reported a position in EMR in Q3 2017 and held it in 4 quarters. The position peaked at $23K in Q4 2019. 1,346 funds tracked by Wall St. Rank hold EMR as of Q1 2020.

  • Horan Capital Advisors reported no remaining Emerson Electric position as of Q1 2020 after selling out during the quarter.
  • Horan Capital Advisors sold 300 Emerson Electric shares in Q1 2020, an estimated $23K.
  • Horan Capital Advisors first reported a position in Emerson Electric in Q3 2017 and held it in 4 quarters.
  • Horan Capital Advisors's Emerson Electric position peaked at $23K in Q4 2019.
  • 1,346 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2020.

Based on Horan Capital Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.