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Hotaling Investment Management’s Emerson Electric EMR Stock Holding History

Hotaling Investment 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
Q4 		$1.54M Sell
15,993
-12
-0.1% -$1.08K 0.69% 48
2022
Q3 		$1.17M Buy
16,005
+644
+4% +$53.5K 0.56% 61
2022
Q2 		$1.22M Buy
15,361
+1,385
+10% +$122K 0.53% 64
2022
Q1 		$1.37M Buy
13,976
+931
+7% +$88.1K 0.53% 60
2021
Q4 		$1.21M Buy
13,045
+1,695
+15% +$160K 0.42% 65
2021
Q3 		$1.07M Buy
11,350
+4
+0% +$399 0.44% 66
2021
Q2 		$1.09M Sell
11,346
-160
-1% -$15K 0.44% 70
2021
Q1 		$1.04M Buy
11,506
+90
+0.8% +$7.74K 0.47% 65
2020
Q4 		$918K Buy
11,416
+130
+1% +$9.67K 0.43% 67
2020
Q3 		$740K Sell
11,286
-242
-2% -$15.9K 0.4% 65
2020
Q2 		$715K Buy
11,528
+2,232
+24% +$127K 0.41% 69
2020
Q1 		$443K Buy
9,296
+632
+7% +$41.6K 0.33% 69
2019
Q4 		$661K Hold
8,664
– – 0.38% 72
2019
Q3 		$579K Hold
8,664
– – 0.37% 72
2019
Q2 		$578K Buy
8,664
+70
+0.8% +$4.69K 0.37% 74
2019
Q1 		$588K Buy
8,594
+566
+7% +$37.2K 0.4% 76
2018
Q4 		$480K Buy
+8,028
New +$541K 0.39% 70

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

Hotaling Investment Management's EMR Position: Q4 2022 in Review

Hotaling Investment Management reduced its Emerson Electric (EMR) stake by 0.07% in Q4 2022, selling an estimated $1.08K and leaving 15,993 shares worth $1.54M. The position accounts for 0.69% of the portfolio, ranked #48.

Hotaling Investment Management first reported a position in EMR in Q4 2018 and has held it in 17 quarters since. 1,794 funds tracked by Wall St. Rank hold EMR as of Q4 2022.

  • Hotaling Investment Management held 15,993 shares of Emerson Electric worth $1.54M as of Q4 2022.
  • Hotaling Investment Management sold 12 Emerson Electric shares in Q4 2022, an estimated $1.08K.
  • Emerson Electric made up 0.69% of Hotaling Investment Management's portfolio in Q4 2022, its #48 holding.
  • Hotaling Investment Management first reported a position in Emerson Electric in Q4 2018 and has held it in 17 quarters since.
  • 1,794 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2022.

Based on Hotaling Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.