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Lourd Capital’s Emerson Electric EMR Stock Holding History

Lourd Capital’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
Q2 		$435K Buy
6,513
+90
+1% +$6.03K 0.04% 70
2019
Q1 		$440K Sell
6,423
-727
-10% -$47.8K 0.04% 68
2018
Q4 		$427K Sell
7,150
-114
-2% -$7.69K 0.03% 134
2018
Q3 		$556K Buy
+7,264
New +$536K 0.04% 118
2018
Q1 		– Sell
-9,894
Closed -$690K – 180
2017
Q4 		$690K Buy
9,894
+493
+5% +$31.9K 0.04% 115
2017
Q3 		$591K Buy
9,401
+253
+3% +$15.3K 0.05% 55
2017
Q2 		$545K Sell
9,148
-94
-1% -$5.57K 0.05% 54
2017
Q1 		$553K Buy
9,242
+40
+0.4% +$2.39K 0.05% 52
2016
Q4 		$513K Sell
9,202
-476
-5% -$25.6K 0.05% 53
2016
Q3 		$528K Sell
9,678
-105
-1% -$5.63K 0.06% 51
2016
Q2 		$510K Buy
9,783
+1,383
+16% +$73.5K 0.14% 58
2016
Q1 		$457K Buy
8,400
+1
+0% +$48 0.05% 66
2015
Q4 		$402K Buy
8,399
+507
+6% +$24.1K 0.04% 72
2015
Q3 		$349K Buy
7,892
+234
+3% +$11.5K 0.04% 73
2015
Q2 		$424K Buy
7,658
+84
+1% +$4.93K 0.04% 72
2015
Q1 		$429K Buy
7,574
+24
+0.3% +$1.4K 0.04% 70
2014
Q4 		$466K Buy
7,550
+77
+1% +$4.82K 0.04% 64
2014
Q3 		$468K Buy
7,473
+14
+0.2% +$909 0.05% 61
2014
Q2 		$495K Buy
7,459
+27
+0.4% +$1.81K 0.05% 61
2014
Q1 		$496K Sell
7,432
-500
-6% -$32.9K 0.05% 58
2013
Q4 		$557K Hold
7,932
– – 0.06% 52
2013
Q3 		$513K Hold
7,932
– – 0.06% 53
2013
Q2 		$433K Buy
+7,932
New +$446K 0.05% 63

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Lourd Capital's EMR Position: Q2 2019 in Review

Lourd Capital increased its Emerson Electric (EMR) stake by 1.4% in Q2 2019, buying an estimated $6.03K and bringing the position to 6,513 shares worth $435K. The position accounts for 0.04% of the portfolio, ranked #70.

Lourd Capital first reported a position in EMR in Q2 2013 and has held it in 23 quarters since. The position peaked at $690K in Q4 2017. 1,402 funds tracked by Wall St. Rank hold EMR as of Q2 2019.

  • Lourd Capital held 6,513 shares of Emerson Electric worth $435K as of Q2 2019.
  • Lourd Capital bought 90 Emerson Electric shares in Q2 2019, an estimated $6.03K.
  • Emerson Electric made up 0.04% of Lourd Capital's portfolio in Q2 2019, its #70 holding.
  • Lourd Capital first reported a position in Emerson Electric in Q2 2013 and has held it in 23 quarters since.
  • Lourd Capital's Emerson Electric position peaked at $690K in Q4 2017.
  • 1,402 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.