Lenox Wealth Management’s Emerson Electric EMR Stock Holding History

Lenox Wealth Management’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 Q2	$20K	Hold	337	–	–	0.01%	353
2020 Q1	$16K	Hold	337	–	–	0.01%	343
2019 Q4	$26K	Hold	337	–	–	0.01%	333
2019 Q3	$22K	Sell	337 -100	-23%	-$6.29K	0.01%	350
2019 Q2	$29K	Sell	437 -350	-44%	-$23.4K	0.01%	295
2019 Q1	$54K	Buy	787 +450	+134%	+$29.6K	0.02%	236
2018 Q4	$20K	Hold	337	–	–	0.01%	290
2018 Q3	$26K	Hold	337	–	–	0.01%	286
2018 Q2	$23K	Hold	337	–	–	0.01%	276
2018 Q1	$23K	Hold	337	–	–	0.01%	280
2017 Q4	$23K	Hold	337	–	–	0.01%	295
2017 Q3	$21K	Hold	337	–	–	0.01%	318
2017 Q2	$20K	Buy	+337	New	+$20K	0.01%	303

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

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

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

Lenox Wealth Management's EMR Position: Q2 2020 in Review

Lenox Wealth Management held its Emerson Electric (EMR) position steady in Q2 2020 at 337 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #353.

Lenox Wealth Management first reported a position in EMR in Q2 2017 and has held it in 13 quarters since. The position peaked at $54K in Q1 2019. 1,395 funds tracked by Wall St. Rank hold EMR as of Q2 2020.

Lenox Wealth Management held 337 shares of Emerson Electric worth $20K as of Q2 2020.
Lenox Wealth Management left its Emerson Electric share count unchanged in Q2 2020.
Emerson Electric made up 0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #353 holding.
Lenox Wealth Management first reported a position in Emerson Electric in Q2 2017 and has held it in 13 quarters since.
Lenox Wealth Management's Emerson Electric position peaked at $54K in Q1 2019.
1,395 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.