MWM
EMR icon

Minot Wealth Management’s Emerson Electric EMR Stock Holding History

Minot 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
2022
Q2 		– Sell
-20,383
Closed -$2M – 194
2022
Q1 		$2M Sell
20,383
-302
-1% -$28.6K 0.43% 55
2021
Q4 		$1.92M Buy
20,685
+1,233
+6% +$116K 0.37% 65
2021
Q3 		$1.83M Buy
19,452
+2,100
+12% +$210K 0.4% 63
2021
Q2 		$1.7M Buy
+17,352
New +$1.63M 0.37% 70

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Minot Wealth Management's EMR Position: Q2 2022 in Review

Minot Wealth Management sold out of Emerson Electric (EMR) in Q2 2022, closing a stake of 20,383 shares — an estimated $2M sold.

Minot Wealth Management first reported a position in EMR in Q2 2021 and held it in 4 quarters. The position peaked at $2M in Q1 2022. 1,723 funds tracked by Wall St. Rank hold EMR as of Q2 2022.

  • Minot Wealth Management reported no remaining Emerson Electric position as of Q2 2022 after selling out during the quarter.
  • Minot Wealth Management sold 20,383 Emerson Electric shares in Q2 2022, an estimated $2M.
  • Minot Wealth Management first reported a position in Emerson Electric in Q2 2021 and held it in 4 quarters.
  • Minot Wealth Management's Emerson Electric position peaked at $2M in Q1 2022.
  • 1,723 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.