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Lehman & Derafelo Financial Resources’s Emerson Electric EMR Stock Holding History

Lehman & Derafelo Financial Resources’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
2020
Q1 		– Sell
-2,899
Closed -$221K – 201
2019
Q4 		$221K Buy
+2,899
New +$209K 0.08% 93
2019
Q3 		– Sell
-3,466
Closed -$227K – 197
2019
Q2 		$227K Sell
3,466
-200
-5% -$13.4K 0.09% 91
2019
Q1 		$251K Hold
3,666
– – 0.11% 80
2018
Q4 		$219K Buy
+3,666
New +$247K 0.11% 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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lehman & Derafelo Financial Resources's EMR Position: Q1 2020 in Review

Lehman & Derafelo Financial Resources sold out of Emerson Electric (EMR) in Q1 2020, closing a stake of 2,899 shares — an estimated $221K sold.

Lehman & Derafelo Financial Resources first reported a position in EMR in Q4 2018 and held it in 4 quarters. The position peaked at $251K in Q1 2019. 1,346 funds tracked by Wall St. Rank hold EMR as of Q1 2020.

  • Lehman & Derafelo Financial Resources reported no remaining Emerson Electric position as of Q1 2020 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 2,899 Emerson Electric shares in Q1 2020, an estimated $221K.
  • Lehman & Derafelo Financial Resources first reported a position in Emerson Electric in Q4 2018 and held it in 4 quarters.
  • Lehman & Derafelo Financial Resources's Emerson Electric position peaked at $251K in Q1 2019.
  • 1,346 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2020.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q1 2020, filed 13 May 2020.