LifePlan Financial Group’s Emerson Electric EMR Stock Holding History

LifePlan Financial Group’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 Q3	$28K	Hold	421	–	–	0.01%	303
2020 Q2	$26K	Hold	421	–	–	0.01%	305
2020 Q1	$20K	Hold	421	–	–	0.01%	310
2019 Q4	$32K	Hold	421	–	–	0.01%	293
2019 Q3	$28K	Hold	421	–	–	0.01%	304
2019 Q2	$28K	Hold	421	–	–	0.01%	297
2019 Q1	$29K	Hold	421	–	–	0.02%	302
2018 Q4	$25K	Hold	421	–	–	0.02%	302
2018 Q3	$32K	Hold	421	–	–	0.02%	283
2018 Q2	$29K	Hold	421	–	–	0.02%	289
2018 Q1	$29K	Buy	+421	New	+$30K	0.02%	278
2014 Q2	–	Sell	-525	Closed	-$35K	–	108
2014 Q1	$35K	Sell	525 -31	-6%	-$2.04K	0.03%	128
2013 Q4	$39K	Hold	556	–	–	0.03%	116
2013 Q3	$36K	Sell	556 -60	-10%	-$3.67K	0.03%	114
2013 Q2	$34K	Buy	+616	New	+$34.6K	0.04%	82

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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

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

LifePlan Financial Group's EMR Position: Q3 2020 in Review

LifePlan Financial Group held its Emerson Electric (EMR) position steady in Q3 2020 at 421 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #303.

LifePlan Financial Group first reported a position in EMR in Q2 2013 and has held it in 15 quarters since. The position peaked at $39K in Q4 2013. 1,456 funds tracked by Wall St. Rank hold EMR as of Q3 2020.

LifePlan Financial Group held 421 shares of Emerson Electric worth $28K as of Q3 2020.
LifePlan Financial Group left its Emerson Electric share count unchanged in Q3 2020.
Emerson Electric made up 0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #303 holding.
LifePlan Financial Group first reported a position in Emerson Electric in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's Emerson Electric position peaked at $39K in Q4 2013.
1,456 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.