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Liberty Wealth Management’s Emerson Electric EMR Stock Holding History

Liberty 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
2021
Q4 		– Sell
-219
Closed -$21K – 436
2021
Q3 		$21K Sell
219
-883
-80% -$88.1K 0.01% 631
2021
Q2 		$106K Buy
1,102
+2
+0.2% +$188 0.04% 212
2021
Q1 		$88K Hold
1,100
– – 0.04% 197
2020
Q4 		$88K Buy
1,100
+21
+2% +$1.56K 0.04% 194
2020
Q3 		$71K Sell
1,079
-136
-11% -$8.96K 0.04% 190
2020
Q2 		$75K Buy
1,215
+127
+12% +$7.21K 0.05% 173
2020
Q1 		$52K Buy
1,088
+1
+0.1% +$66 0.05% 207
2019
Q4 		$83K Sell
1,087
-34
-3% -$2.45K 0.07% 183
2019
Q3 		$75K Sell
1,121
-441
-28% -$27.7K 0.07% 175
2019
Q2 		$104K Buy
1,562
+548
+54% +$36.7K 0.09% 164
2019
Q1 		$69K Hold
1,014
– – 0.05% 174
2018
Q4 		$60K Buy
+1,014
New +$68.4K 0.04% 172

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

Liberty Wealth Management's EMR Position: Q4 2021 in Review

Liberty Wealth Management sold out of Emerson Electric (EMR) in Q4 2021, closing a stake of 219 shares — an estimated $21K sold.

Liberty Wealth Management first reported a position in EMR in Q4 2018 and held it in 12 quarters. The position peaked at $106K in Q2 2021. 1,796 funds tracked by Wall St. Rank hold EMR as of Q4 2021.

  • Liberty Wealth Management reported no remaining Emerson Electric position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 219 Emerson Electric shares in Q4 2021, an estimated $21K.
  • Liberty Wealth Management first reported a position in Emerson Electric in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Emerson Electric position peaked at $106K in Q2 2021.
  • 1,796 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.