KA
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Kaizen Advisory’s Emerson Electric EMR Stock Holding History

Kaizen Advisory’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
Q4 		$100K Buy
1,666
+127
+8% +$8.56K 0.07% 223
2018
Q3 		$118K Hold
1,539
– – 0.06% 207
2018
Q2 		$106K Buy
1,539
+926
+151% +$65.1K 0.05% 220
2018
Q1 		$42K Hold
613
– – 0.04% 219
2017
Q4 		$43K Buy
+613
New +$39.7K 0.03% 212

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kaizen Advisory's EMR Position: Q4 2018 in Review

Kaizen Advisory increased its Emerson Electric (EMR) stake by 8.3% in Q4 2018, buying an estimated $8.56K and bringing the position to 1,666 shares worth $100K. The position accounts for 0.07% of the portfolio, ranked #223.

Kaizen Advisory first reported a position in EMR in Q4 2017 and has held it in 5 quarters since. The position peaked at $118K in Q3 2018. 1,407 funds tracked by Wall St. Rank hold EMR as of Q4 2018.

  • Kaizen Advisory held 1,666 shares of Emerson Electric worth $100K as of Q4 2018.
  • Kaizen Advisory bought 127 Emerson Electric shares in Q4 2018, an estimated $8.56K.
  • Emerson Electric made up 0.07% of Kaizen Advisory's portfolio in Q4 2018, its #223 holding.
  • Kaizen Advisory first reported a position in Emerson Electric in Q4 2017 and has held it in 5 quarters since.
  • Kaizen Advisory's Emerson Electric position peaked at $118K in Q3 2018.
  • 1,407 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.