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JMG Financial Group’s Emerson Electric EMR Stock Holding History

JMG Financial Group’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
Q3 		– Sell
-3,880
Closed -$241K – 72
2020
Q2 		$241K Buy
+3,880
New +$220K 0.02% 66
2020
Q1 		– Sell
-3,880
Closed -$296K – 73
2019
Q4 		$296K Hold
3,880
– – 0.03% 64
2019
Q3 		$259K Hold
3,880
– – 0.03% 64
2019
Q2 		$259K Hold
3,880
– – 0.03% 64
2019
Q1 		$266K Hold
3,880
– – 0.03% 63
2018
Q4 		$232K Hold
3,880
– – 0.03% 64
2018
Q3 		$297K Buy
+3,880
New +$286K 0.03% 61

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JMG Financial Group's EMR Position: Q3 2020 in Review

JMG Financial Group sold out of Emerson Electric (EMR) in Q3 2020, closing a stake of 3,880 shares — an estimated $241K sold.

JMG Financial Group first reported a position in EMR in Q3 2018 and held it in 7 quarters. The position peaked at $297K in Q3 2018. 1,456 funds tracked by Wall St. Rank hold EMR as of Q3 2020.

  • JMG Financial Group reported no remaining Emerson Electric position as of Q3 2020 after selling out during the quarter.
  • JMG Financial Group sold 3,880 Emerson Electric shares in Q3 2020, an estimated $241K.
  • JMG Financial Group first reported a position in Emerson Electric in Q3 2018 and held it in 7 quarters.
  • JMG Financial Group's Emerson Electric position peaked at $297K in Q3 2018.
  • 1,456 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2020.

Based on JMG Financial Group's 13F filing for Q3 2020, filed 23 Oct 2020.