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MD Financial Management’s Emerson Electric EMR Stock Holding History

MD Financial 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
Q4 		$1.68M Buy
18,066
+1,212
+7% +$114K 0.04% 228
2021
Q3 		$1.59M Buy
16,854
+491
+3% +$49K 0.04% 227
2021
Q2 		$1.57M Buy
+16,363
New +$1.54M 0.05% 223

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

MD Financial Management's EMR Position: Q4 2021 in Review

MD Financial Management increased its Emerson Electric (EMR) stake by 7.2% in Q4 2021, buying an estimated $114K and bringing the position to 18,066 shares worth $1.68M. The position accounts for 0.04% of the portfolio, ranked #228.

MD Financial Management first reported a position in EMR in Q2 2021 and has held it in 3 quarters since. 1,796 funds tracked by Wall St. Rank hold EMR as of Q4 2021.

  • MD Financial Management held 18,066 shares of Emerson Electric worth $1.68M as of Q4 2021.
  • MD Financial Management bought 1,212 Emerson Electric shares in Q4 2021, an estimated $114K.
  • Emerson Electric made up 0.04% of MD Financial Management's portfolio in Q4 2021, its #228 holding.
  • MD Financial Management first reported a position in Emerson Electric in Q2 2021 and has held it in 3 quarters since.
  • 1,796 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.