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James Investment Research’s Emerson Electric EMR Stock Holding History

James Investment Research’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
-64
Closed -$5K – 493
2019
Q4 		$5K Hold
64
– – ﹤0.01% 471
2019
Q3 		$4K Hold
64
– – ﹤0.01% 533
2019
Q2 		$4K Hold
64
– – ﹤0.01% 625
2019
Q1 		$4K Buy
64
+38
+146% +$2.5K ﹤0.01% 778
2018
Q4 		$2K Buy
+26
New +$1.75K ﹤0.01% 771

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

James Investment Research's EMR Position: Q1 2020 in Review

James Investment Research sold out of Emerson Electric (EMR) in Q1 2020, closing a stake of 64 shares — an estimated $5K sold.

James Investment Research first reported a position in EMR in Q4 2018 and held it in 5 quarters. The position peaked at $5K in Q4 2019. 1,345 funds tracked by Wall St. Rank hold EMR as of Q1 2020.

  • James Investment Research reported no remaining Emerson Electric position as of Q1 2020 after selling out during the quarter.
  • James Investment Research sold 64 Emerson Electric shares in Q1 2020, an estimated $5K.
  • James Investment Research first reported a position in Emerson Electric in Q4 2018 and held it in 5 quarters.
  • James Investment Research's Emerson Electric position peaked at $5K in Q4 2019.
  • 1,345 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2020.

Based on James Investment Research's 13F filing for Q1 2020, filed 22 Apr 2020.