KIG
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Kowal Investment Group’s Emerson Electric EMR Stock Holding History

Kowal Investment 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
2021
Q4 		– Sell
-774
Closed -$73K – 364
2021
Q3 		$73K Buy
+774
New +$77.2K 0.02% 194

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

Kowal Investment Group's EMR Position: Q4 2021 in Review

Kowal Investment Group sold out of Emerson Electric (EMR) in Q4 2021, closing a stake of 774 shares — an estimated $73K sold.

Kowal Investment Group first reported a position in EMR in Q3 2021 and held it in 1 quarter. The position peaked at $73K in Q3 2021. 1,797 funds tracked by Wall St. Rank hold EMR as of Q4 2021.

  • Kowal Investment Group reported no remaining Emerson Electric position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 774 Emerson Electric shares in Q4 2021, an estimated $73K.
  • Kowal Investment Group first reported a position in Emerson Electric in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Emerson Electric position peaked at $73K in Q3 2021.
  • 1,797 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.