Longer Investments’s Emerson Electric EMR Stock Holding History

Longer Investments’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
2019 Q1	$1.55M	Sell	22,580 -130	-0.6%	-$8.55K	1.83%	26
2018 Q4	$1.36M	Sell	22,710 -2,545	-10%	-$172K	1.58%	24
2018 Q3	$1.93M	Sell	25,255 -910	-3%	-$67.1K	1.86%	24
2018 Q2	$1.81M	Sell	26,165 -700	-3%	-$49.2K	1.76%	22
2018 Q1	$1.83M	Sell	26,865 -1,015	-4%	-$72.3K	2.01%	21
2017 Q4	$1.94M	Sell	27,880 -275	-1%	-$17.8K	1.63%	30
2017 Q3	$1.77M	Sell	28,155 -280	-1%	-$16.9K	1.58%	29
2017 Q2	$1.7M	Sell	28,435 -13,265	-32%	-$787K	1.48%	28
2017 Q1	$2.5M	Buy	41,700 +2,789	+7%	+$167K	2.4%	12
2016 Q4	$2.17M	Sell	38,911 -415	-1%	-$22.3K	1.98%	19
2016 Q3	$2.14M	Buy	39,326 +15	+0%	+$804	1.86%	17
2016 Q2	$2.05M	Buy	39,311 +8,951	+29%	+$475K	2.25%	17
2016 Q1	$1.65M	Buy	+30,360	New	+$1.46M	1.37%	30
2014 Q3	–	Sell	-30,405	Closed	-$2.02M	–	40
2014 Q2	$2.02M	Buy	+30,405	New	+$2.04M	1.53%	28

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

Capital World Investors

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

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return