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Johanson Financial Advisors’s Emerson Electric EMR Stock Holding History

Johanson Financial Advisors’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 		$466K Buy
5,010
+18
+0.4% +$1.7K 0.14% 88
2021
Q3 		$470K Buy
4,992
+34
+0.7% +$3.39K 0.16% 84
2021
Q2 		$488K Sell
4,958
-76
-2% -$7.15K 0.17% 85
2021
Q1 		$461K Sell
5,034
-98
-2% -$8.43K 0.17% 85
2020
Q4 		$412K Sell
5,132
-709
-12% -$52.7K 0.17% 83
2020
Q3 		$395K Buy
5,841
+127
+2% +$8.37K 0.18% 79
2020
Q2 		$354K Buy
5,714
+132
+2% +$7.5K 0.18% 79
2020
Q1 		$266K Sell
5,582
-368,795
-99% -$24.3M 0.15% 80
2019
Q4 		$4.91M Buy
374,377
+369,489
+7,559% +$26.6M 0.23% 66
2019
Q3 		$326K Buy
4,888
+1,681
+52% +$106K 0.17% 75
2019
Q2 		$215K Buy
3,207
+270
+9% +$18.1K 0.11% 97
2019
Q1 		$202K Buy
+2,937
New +$193K 0.11% 99

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

Johanson Financial Advisors's EMR Position: Q4 2021 in Review

Johanson Financial Advisors increased its Emerson Electric (EMR) stake by 0.36% in Q4 2021, buying an estimated $1.7K and bringing the position to 5,010 shares worth $466K. The position accounts for 0.14% of the portfolio, ranked #88.

Johanson Financial Advisors first reported a position in EMR in Q1 2019 and has held it in 12 quarters since. The position peaked at $4.91M in Q4 2019. 1,796 funds tracked by Wall St. Rank hold EMR as of Q4 2021.

  • Johanson Financial Advisors held 5,010 shares of Emerson Electric worth $466K as of Q4 2021.
  • Johanson Financial Advisors bought 18 Emerson Electric shares in Q4 2021, an estimated $1.7K.
  • Emerson Electric made up 0.14% of Johanson Financial Advisors's portfolio in Q4 2021, its #88 holding.
  • Johanson Financial Advisors first reported a position in Emerson Electric in Q1 2019 and has held it in 12 quarters since.
  • Johanson Financial Advisors's Emerson Electric position peaked at $4.91M in Q4 2019.
  • 1,796 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.