MWM
EMR icon

Madison Wealth Management’s Emerson Electric EMR Stock Holding History

Madison 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
Q3 		– Sell
-2,790
Closed -$269K – 150
2021
Q2 		$269K Sell
2,790
-1,010
-27% -$95K 0.06% 133
2021
Q1 		$343K Hold
3,800
– – 0.08% 121
2020
Q4 		$305K Hold
3,800
– – 0.08% 122
2020
Q3 		$249K Hold
3,800
– – 0.07% 124
2020
Q2 		$236K Buy
+3,800
New +$216K 0.08% 115
2020
Q1 		– Sell
-3,800
Closed -$290K – 120
2019
Q4 		$290K Buy
+3,800
New +$274K 0.08% 120

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
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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Madison Wealth Management's EMR Position: Q3 2021 in Review

Madison Wealth Management sold out of Emerson Electric (EMR) in Q3 2021, closing a stake of 2,790 shares — an estimated $269K sold.

Madison Wealth Management first reported a position in EMR in Q4 2019 and held it in 6 quarters. The position peaked at $343K in Q1 2021. 1,686 funds tracked by Wall St. Rank hold EMR as of Q3 2021.

  • Madison Wealth Management reported no remaining Emerson Electric position as of Q3 2021 after selling out during the quarter.
  • Madison Wealth Management sold 2,790 Emerson Electric shares in Q3 2021, an estimated $269K.
  • Madison Wealth Management first reported a position in Emerson Electric in Q4 2019 and held it in 6 quarters.
  • Madison Wealth Management's Emerson Electric position peaked at $343K in Q1 2021.
  • 1,686 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2021.

Based on Madison Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.