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Lumature Wealth Partners’s Emerson Electric EMR Stock Holding History

Lumature Wealth Partners’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
2023
Q2 		$280K Sell
3,093
-7
-0.2% -$589 0.17% 118
2023
Q1 		$270K Buy
3,100
+48
+2% +$4.2K 0.15% 116
2022
Q4 		$293K Sell
3,052
-56
-2% -$5.03K 0.16% 107
2022
Q3 		$228K Buy
3,108
+155
+5% +$12.9K 0.12% 132
2022
Q2 		$235K Buy
2,953
+195
+7% +$17.2K 0.1% 142
2022
Q1 		$270K Buy
2,758
+2,558
+1,279% +$242K 0.11% 130
2021
Q4 		$19K Hold
200
– – 0.01% 293
2021
Q3 		$19K Hold
200
– – 0.01% 296
2021
Q2 		$19K Hold
200
– – 0.01% 264
2021
Q1 		$18K Buy
+200
New +$17.2K 0.01% 266

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lumature Wealth Partners's EMR Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Emerson Electric (EMR) stake by 0.23% in Q2 2023, selling an estimated $589 and leaving 3,093 shares worth $280K. The position accounts for 0.17% of the portfolio, ranked #118.

Lumature Wealth Partners first reported a position in EMR in Q1 2021 and has held it in 10 quarters since. The position peaked at $293K in Q4 2022. 1,782 funds tracked by Wall St. Rank hold EMR as of Q2 2023.

  • Lumature Wealth Partners held 3,093 shares of Emerson Electric worth $280K as of Q2 2023.
  • Lumature Wealth Partners sold 7 Emerson Electric shares in Q2 2023, an estimated $589.
  • Emerson Electric made up 0.17% of Lumature Wealth Partners's portfolio in Q2 2023, its #118 holding.
  • Lumature Wealth Partners first reported a position in Emerson Electric in Q1 2021 and has held it in 10 quarters since.
  • Lumature Wealth Partners's Emerson Electric position peaked at $293K in Q4 2022.
  • 1,782 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.