LWA
EMR icon

Lenox Wealth Advisors’s Emerson Electric EMR Stock Holding History

Lenox Wealth 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
2022
Q1 		$101K Buy
1,072
+14
+1% +$1.33K 0.01% 170
2021
Q4 		$98K Buy
1,058
+17
+2% +$1.6K 0.01% 171
2021
Q3 		$98K Buy
1,041
+11
+1% +$1.1K 0.01% 158
2021
Q2 		$99K Hold
1,030
– – 0.01% 158
2021
Q1 		$93K Sell
1,030
-4
-0.4% -$344 0.01% 134
2020
Q4 		$83K Sell
1,034
-181
-15% -$13.5K 0.01% 138
2020
Q3 		$80K Sell
1,215
-585
-33% -$38.5K 0.01% 126
2020
Q2 		$112K Hold
1,800
– – 0.02% 97
2020
Q1 		$86K Sell
1,800
-148
-8% -$9.74K 0.02% 100
2019
Q4 		$149K Buy
1,948
+6
+0.3% +$432 0.02% 100
2019
Q3 		$130K Sell
1,942
-2,378
-55% -$149K 0.02% 97
2019
Q2 		$288K Buy
4,320
+1,360
+46% +$91.1K 0.05% 55
2019
Q1 		$203K Hold
2,960
– – 0.04% 66
2018
Q4 		$177K Sell
2,960
-157
-5% -$10.6K 0.04% 68
2018
Q3 		$239K Hold
3,117
– – 0.05% 65
2018
Q2 		$216K Sell
3,117
-2,709
-46% -$190K 0.05% 54
2018
Q1 		$398K Buy
5,826
+1,955
+51% +$139K 0.09% 34
2017
Q4 		$270K Buy
3,871
+3,868
+128,933% +$251K 0.08% 29
2017
Q3 		$0 Buy
+3
New +$181 ﹤0.01% 252
2016
Q4 		– Sell
-74
Closed -$4K – 135
2016
Q3 		$4K Hold
74
– – ﹤0.01% 192
2016
Q2 		$4K Hold
74
– – ﹤0.01% 196
2016
Q1 		$4K Hold
74
– – ﹤0.01% 207
2015
Q4 		$4K Hold
74
– – ﹤0.01% 250
2015
Q3 		$3K Hold
74
– – ﹤0.01% 304
2015
Q2 		$4K Hold
74
– – ﹤0.01% 231
2015
Q1 		$4K Sell
74
-660
-90% -$38.4K ﹤0.01% 257
2014
Q4 		$45K Hold
734
– – 0.02% 89
2014
Q3 		$46K Hold
734
– – 0.02% 82
2014
Q2 		$50K Hold
734
– – 0.02% 59
2014
Q1 		$49K Sell
734
-190
-21% -$12.5K 0.03% 56
2013
Q4 		$65K Buy
+924
New +$61.7K 0.05% 58

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
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lenox Wealth Advisors's EMR Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Emerson Electric (EMR) stake by 1.3% in Q1 2022, buying an estimated $1.33K and bringing the position to 1,072 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #170.

Lenox Wealth Advisors first reported a position in EMR in Q4 2013 and has held it in 31 quarters since. The position peaked at $398K in Q1 2018. 1,795 funds tracked by Wall St. Rank hold EMR as of Q1 2022.

  • Lenox Wealth Advisors held 1,072 shares of Emerson Electric worth $101K as of Q1 2022.
  • Lenox Wealth Advisors bought 14 Emerson Electric shares in Q1 2022, an estimated $1.33K.
  • Emerson Electric made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #170 holding.
  • Lenox Wealth Advisors first reported a position in Emerson Electric in Q4 2013 and has held it in 31 quarters since.
  • Lenox Wealth Advisors's Emerson Electric position peaked at $398K in Q1 2018.
  • 1,795 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.