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Laurel Wealth Advisors (California)’s Emerson Electric EMR Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$893K Sell
9,301
-245
-3% -$22K 0.09% 238
2022
Q3 		$699K Buy
9,546
+866
+10% +$71.9K 0.07% 279
2022
Q2 		$691K Sell
8,680
-496
-5% -$43.7K 0.07% 281
2022
Q1 		$900K Sell
9,176
-1,388
-13% -$131K 0.07% 260
2021
Q4 		$983K Buy
10,564
+4,440
+73% +$418K 0.08% 264
2021
Q3 		$577K Sell
6,124
-245
-4% -$24.4K 0.11% 212
2021
Q2 		$613K Sell
6,369
-507
-7% -$47.7K 0.08% 242
2021
Q1 		$620K Sell
6,876
-26
-0.4% -$2.24K 0.09% 213
2020
Q4 		$555K Buy
6,902
+3
+0% +$223 0.08% 228
2020
Q3 		$453K Sell
6,899
-666
-9% -$43.9K 0.07% 239
2020
Q2 		$469K Sell
7,565
-10
-0.1% -$568 0.09% 227
2020
Q1 		$361K Buy
7,575
+546
+8% +$36K 0.08% 244
2019
Q4 		$536K Sell
7,029
-5,087
-42% -$367K 0.09% 233
2019
Q3 		$810K Buy
12,116
+4,497
+59% +$283K 0.14% 175
2019
Q2 		$508K Sell
7,619
-144
-2% -$9.65K 0.11% 204
2019
Q1 		$532K Buy
7,763
+75
+1% +$4.93K 0.13% 180
2018
Q4 		$459K Sell
7,688
-800
-9% -$53.9K 0.14% 177
2018
Q3 		$650K Sell
8,488
-1,934
-19% -$143K 0.16% 142
2018
Q2 		$720K Sell
10,422
-134
-1% -$9.42K 0.19% 121
2018
Q1 		$720K Sell
10,556
-7,128
-40% -$508K 0.22% 111
2017
Q4 		$1.23M Buy
17,684
+3,696
+26% +$240K 0.35% 80
2017
Q3 		$879K Sell
13,988
-33
-0.2% -$1.99K 0.29% 90
2017
Q2 		$835K Sell
14,021
-125
-0.9% -$7.41K 0.3% 91
2017
Q1 		$846K Sell
14,146
-848
-6% -$50.6K 0.33% 86
2016
Q4 		$835K Sell
14,994
-2,690
-15% -$145K 0.37% 76
2016
Q3 		$964K Buy
17,684
+415
+2% +$22.2K 0.46% 64
2016
Q2 		$901K Buy
17,269
+2,814
+19% +$149K 0.43% 65
2016
Q1 		$786K Sell
14,455
-196
-1% -$9.45K 0.39% 71
2015
Q4 		$701K Buy
+14,651
New +$697K 0.36% 80

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Laurel Wealth Advisors (California)'s EMR Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Emerson Electric (EMR) stake by 2.6% in Q4 2022, selling an estimated $22K and leaving 9,301 shares worth $893K. The position accounts for 0.09% of the portfolio, ranked #238.

Laurel Wealth Advisors (California) first reported a position in EMR in Q4 2015 and has held it in 29 quarters since. The position peaked at $1.23M in Q4 2017. 1,794 funds tracked by Wall St. Rank hold EMR as of Q4 2022.

  • Laurel Wealth Advisors (California) held 9,301 shares of Emerson Electric worth $893K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 245 Emerson Electric shares in Q4 2022, an estimated $22K.
  • Emerson Electric made up 0.09% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #238 holding.
  • Laurel Wealth Advisors (California) first reported a position in Emerson Electric in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s Emerson Electric position peaked at $1.23M in Q4 2017.
  • 1,794 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.