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Lake Point Wealth Management’s Emerson Electric EMR Stock Holding History

Lake Point Wealth Management’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 		$6K Hold
70
– – ﹤0.01% 208
2022
Q1 		$7K Hold
70
– – ﹤0.01% 206
2021
Q4 		$7K Hold
70
– – ﹤0.01% 216
2021
Q3 		$7K Hold
70
– – ﹤0.01% 206
2021
Q2 		$7K Buy
+70
New +$6.58K ﹤0.01% 211
2020
Q1 		$3K Hold
70
– – ﹤0.01% 225
2019
Q4 		$5K Buy
+70
New +$5.04K ﹤0.01% 364

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lake Point Wealth Management's EMR Position: Q2 2022 in Review

Lake Point Wealth Management held its Emerson Electric (EMR) position steady in Q2 2022 at 70 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Lake Point Wealth Management first reported a position in EMR in Q4 2019 and has held it in 7 quarters since. The position peaked at $7K in Q1 2022. 1,722 funds tracked by Wall St. Rank hold EMR as of Q2 2022.

  • Lake Point Wealth Management held 70 shares of Emerson Electric worth $6K as of Q2 2022.
  • Lake Point Wealth Management left its Emerson Electric share count unchanged in Q2 2022.
  • Emerson Electric made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #208 holding.
  • Lake Point Wealth Management first reported a position in Emerson Electric in Q4 2019 and has held it in 7 quarters since.
  • Lake Point Wealth Management's Emerson Electric position peaked at $7K in Q1 2022.
  • 1,722 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.