IF
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Ironwood Financial’s Emerson Electric EMR Stock Holding History

Ironwood 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
2021
Q4 		– Sell
-250
Closed -$24K – 238
2021
Q3 		$24K Hold
250
– – 0.01% 264
2021
Q2 		$24K Hold
250
– – 0.01% 259
2021
Q1 		$23K Hold
250
– – 0.01% 249
2020
Q4 		$20K Hold
250
– – 0.01% 247
2020
Q3 		$16K Hold
250
– – 0.01% 214
2020
Q2 		$16K Hold
250
– – 0.01% 210
2020
Q1 		$12K Hold
250
– – 0.01% 198
2019
Q4 		$19K Hold
250
– – 0.01% 211
2019
Q3 		$17K Hold
250
– – 0.01% 218
2019
Q2 		$17K Hold
250
– – 0.01% 220
2019
Q1 		$17K Hold
250
– – 0.01% 215
2018
Q4 		$15K Hold
250
– – 0.01% 208
2018
Q3 		$19K Buy
+250
New +$18.4K 0.01% 193

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Ironwood Financial's EMR Position: Q4 2021 in Review

Ironwood Financial sold out of Emerson Electric (EMR) in Q4 2021, closing a stake of 250 shares — an estimated $24K sold.

Ironwood Financial first reported a position in EMR in Q3 2018 and held it in 13 quarters. The position peaked at $24K in Q3 2021. 1,796 funds tracked by Wall St. Rank hold EMR as of Q4 2021.

  • Ironwood Financial reported no remaining Emerson Electric position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 250 Emerson Electric shares in Q4 2021, an estimated $24K.
  • Ironwood Financial first reported a position in Emerson Electric in Q3 2018 and held it in 13 quarters.
  • Ironwood Financial's Emerson Electric position peaked at $24K in Q3 2021.
  • 1,796 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.