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Meridian Wealth Partners’s Emerson Electric EMR Stock Holding History

Meridian 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
2021
Q2 		– Sell
-236
Closed -$21K – 445
2021
Q1 		$21K Sell
236
-188
-44% -$16.2K 0.01% 279
2020
Q4 		$34K Buy
424
+5
+1% +$372 0.01% 163
2020
Q3 		$27K Hold
419
– – 0.01% 174
2020
Q2 		$26K Hold
419
– – 0.01% 172
2020
Q1 		$20K Hold
419
– – 0.01% 181
2019
Q4 		$32K Buy
+419
New +$30.2K 0.02% 157

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Meridian Wealth Partners's EMR Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Emerson Electric (EMR) in Q2 2021, closing a stake of 236 shares — an estimated $21K sold.

Meridian Wealth Partners first reported a position in EMR in Q4 2019 and held it in 6 quarters. The position peaked at $34K in Q4 2020. 1,697 funds tracked by Wall St. Rank hold EMR as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Emerson Electric position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 236 Emerson Electric shares in Q2 2021, an estimated $21K.
  • Meridian Wealth Partners first reported a position in Emerson Electric in Q4 2019 and held it in 6 quarters.
  • Meridian Wealth Partners's Emerson Electric position peaked at $34K in Q4 2020.
  • 1,697 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.