Lehman Financial Resources’s Emerson Electric EMR Stock Holding History

Lehman 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
2018 Q3	$328K	Buy	4,291 +1,325	+45%	+$97.7K	0.15%	66
2018 Q2	$205K	Hold	2,966	–	–	0.1%	79
2018 Q1	$202K	Buy	+2,966	New	+$211K	0.1%	75
2015 Q4	–	Sell	-954	Closed	-$42K	–	143
2015 Q3	$42K	Buy	954 +54	+6%	+$2.65K	0.02%	164
2015 Q2	$49K	Buy	900 +500	+125%	+$29.4K	0.02%	156
2015 Q1	$23K	Buy	400 +200	+100%	+$11.6K	0.01%	237
2014 Q4	$12K	Hold	200	–	–	0.01%	284
2014 Q3	$13K	Hold	200	–	–	0.01%	277
2014 Q2	$13K	Hold	200	–	–	0.01%	269
2014 Q1	$13K	Sell	200 -200	-50%	-$13.2K	0.01%	265
2013 Q4	$28K	Hold	400	–	–	0.02%	179
2013 Q3	$26K	Hold	400	–	–	0.02%	177
2013 Q2	$22K	Buy	+400	New	+$22.5K	0.01%	168

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lehman Financial Resources's EMR Position: Q3 2018 in Review

Lehman Financial Resources increased its Emerson Electric (EMR) stake by 45% in Q3 2018, buying an estimated $97.7K and bringing the position to 4,291 shares worth $328K. The position accounts for 0.15% of the portfolio, ranked #66.

Lehman Financial Resources first reported a position in EMR in Q2 2013 and has held it in 13 quarters since. 1,416 funds tracked by Wall St. Rank hold EMR as of Q3 2018.

Lehman Financial Resources held 4,291 shares of Emerson Electric worth $328K as of Q3 2018.
Lehman Financial Resources bought 1,325 Emerson Electric shares in Q3 2018, an estimated $97.7K.
Emerson Electric made up 0.15% of Lehman Financial Resources's portfolio in Q3 2018, its #66 holding.
Lehman Financial Resources first reported a position in Emerson Electric in Q2 2013 and has held it in 13 quarters since.
1,416 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.