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Milestone Wealth’s Emerson Electric EMR Stock Holding History

Milestone Wealth’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
2022
Q3 		$5K Hold
71
– – 0.01% 195
2022
Q2 		$6K Hold
71
– – 0.01% 187
2022
Q1 		$7K Hold
71
– – 0.01% 216
2021
Q4 		$7K Buy
+71
New +$6.68K 0.01% 216

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 $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Milestone Wealth's EMR Position: Q3 2022 in Review

Milestone Wealth held its Emerson Electric (EMR) position steady in Q3 2022 at 71 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #195.

Milestone Wealth first reported a position in EMR in Q4 2021 and has held it in 4 quarters since. The position peaked at $7K in Q1 2022. 1,681 funds tracked by Wall St. Rank hold EMR as of Q3 2022.

  • Milestone Wealth held 71 shares of Emerson Electric worth $5K as of Q3 2022.
  • Milestone Wealth left its Emerson Electric share count unchanged in Q3 2022.
  • Emerson Electric made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #195 holding.
  • Milestone Wealth first reported a position in Emerson Electric in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Emerson Electric position peaked at $7K in Q1 2022.
  • 1,681 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.