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Lebenthal Global Advisors’s Emerson Electric EMR Stock Holding History

Lebenthal Global Advisors’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
-2,239
Closed -$210K – 172
2021
Q3 		$210K Sell
2,239
-2,617
-54% -$261K 0.13% 120
2021
Q2 		$467K Buy
+4,856
New +$457K 0.25% 78

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

Lebenthal Global Advisors's EMR Position: Q4 2021 in Review

Lebenthal Global Advisors sold out of Emerson Electric (EMR) in Q4 2021, closing a stake of 2,239 shares — an estimated $210K sold.

Lebenthal Global Advisors first reported a position in EMR in Q2 2021 and held it in 2 quarters. The position peaked at $467K in Q2 2021. 1,796 funds tracked by Wall St. Rank hold EMR as of Q4 2021.

  • Lebenthal Global Advisors reported no remaining Emerson Electric position as of Q4 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 2,239 Emerson Electric shares in Q4 2021, an estimated $210K.
  • Lebenthal Global Advisors first reported a position in Emerson Electric in Q2 2021 and held it in 2 quarters.
  • Lebenthal Global Advisors's Emerson Electric position peaked at $467K in Q2 2021.
  • 1,796 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2021.

Based on Lebenthal Global Advisors's 13F filing for Q4 2021, filed 15 Feb 2022.