KWB Wealth’s Emerson Electric EMR Stock Holding History

KWB Wealth’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
2022 Q2	–	Sell	-2,163	Closed	-$201K	–	107
2022 Q1	$201K	Hold	2,163	–	–	0.03%	88
2021 Q4	$201K	Buy	2,163 +2	+0.1%	+$188	0.03%	88
2021 Q3	$204K	Buy	+2,161	New	+$216K	0.04%	84

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

KWB Wealth's EMR Position: Q2 2022 in Review

KWB Wealth sold out of Emerson Electric (EMR) in Q2 2022, closing a stake of 2,163 shares — an estimated $201K sold.

KWB Wealth first reported a position in EMR in Q3 2021 and held it in 3 quarters. The position peaked at $204K in Q3 2021. 1,722 funds tracked by Wall St. Rank hold EMR as of Q2 2022.

KWB Wealth reported no remaining Emerson Electric position as of Q2 2022 after selling out during the quarter.
KWB Wealth sold 2,163 Emerson Electric shares in Q2 2022, an estimated $201K.
KWB Wealth first reported a position in Emerson Electric in Q3 2021 and held it in 3 quarters.
KWB Wealth's Emerson Electric position peaked at $204K in Q3 2021.
1,722 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2022.

Based on KWB Wealth's 13F filing for Q2 2022, filed 10 Aug 2022.