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Jay D. Rosenbaum’s Emerson Electric EMR Stock Holding History

Jay D. Rosenbaum’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
2018
Q1 		– Sell
-4,375
Closed -$304K – 52
2017
Q4 		$304K Sell
4,375
-475
-10% -$30.8K 0.56% 49
2017
Q3 		$305K Sell
4,850
-8,000
-62% -$483K 0.58% 47
2017
Q2 		$766K Hold
12,850
– – 1.52% 29
2017
Q1 		$769K Sell
12,850
-550
-4% -$32.8K 1.63% 27
2016
Q4 		$747K Sell
13,400
-3,300
-20% -$178K 1.73% 26
2016
Q3 		$910K Sell
16,700
-350
-2% -$18.8K 0.11% 23
2016
Q2 		$890K Sell
17,050
-200
-1% -$10.6K 0.13% 21
2016
Q1 		$938K Sell
17,250
-2,215
-11% -$107K 0.21% 21
2015
Q4 		$931K Sell
19,465
-2,325
-11% -$111K 0.26% 19
2015
Q3 		$963K Sell
21,790
-100
-0.5% -$4.92K 0.27% 15
2015
Q2 		$1.21M Hold
21,890
– – 0.27% 11
2015
Q1 		$1.24M Buy
21,890
+950
+5% +$55.2K 0.27% 10
2014
Q4 		$1.29M Buy
+20,940
New +$1.31M 0.29% 10

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jay D. Rosenbaum's EMR Position: Q1 2018 in Review

Jay D. Rosenbaum sold out of Emerson Electric (EMR) in Q1 2018, closing a stake of 4,375 shares — an estimated $304K sold.

Jay D. Rosenbaum first reported a position in EMR in Q4 2014 and held it in 13 quarters. The position peaked at $1.29M in Q4 2014. 1,426 funds tracked by Wall St. Rank hold EMR as of Q1 2018.

  • Jay D. Rosenbaum reported no remaining Emerson Electric position as of Q1 2018 after selling out during the quarter.
  • Jay D. Rosenbaum sold 4,375 Emerson Electric shares in Q1 2018, an estimated $304K.
  • Jay D. Rosenbaum first reported a position in Emerson Electric in Q4 2014 and held it in 13 quarters.
  • Jay D. Rosenbaum's Emerson Electric position peaked at $1.29M in Q4 2014.
  • 1,426 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2018.

Based on Jay D. Rosenbaum's 13F filing for Q1 2018, filed 19 Apr 2018.