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Joseph P. Lucia & Associates’s Emerson Electric EMR Stock Holding History

Joseph P. Lucia & Associates’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
-600
Closed -$57K – 246
2021
Q3 		$57K Hold
600
– – 0.03% 207
2021
Q2 		$58K Buy
+600
New +$56.4K 0.03% 211

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

Joseph P. Lucia & Associates's EMR Position: Q4 2021 in Review

Joseph P. Lucia & Associates sold out of Emerson Electric (EMR) in Q4 2021, closing a stake of 600 shares — an estimated $57K sold.

Joseph P. Lucia & Associates first reported a position in EMR in Q2 2021 and held it in 2 quarters. The position peaked at $58K in Q2 2021. 1,796 funds tracked by Wall St. Rank hold EMR as of Q4 2021.

  • Joseph P. Lucia & Associates reported no remaining Emerson Electric position as of Q4 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 600 Emerson Electric shares in Q4 2021, an estimated $57K.
  • Joseph P. Lucia & Associates first reported a position in Emerson Electric in Q2 2021 and held it in 2 quarters.
  • Joseph P. Lucia & Associates's Emerson Electric position peaked at $58K in Q2 2021.
  • 1,796 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2021, filed 4 Feb 2022.