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Money Concepts Capital’s Emerson Electric EMR Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-3,086
Closed -$296K – 1173
2022
Q4 		$296K Buy
3,086
+2,854
+1,230% +$257K 0.01% 561
2022
Q3 		$17K Buy
232
+39
+20% +$3.24K ﹤0.01% 948
2022
Q2 		$16K Sell
193
-2,528
-93% -$223K ﹤0.01% 934
2022
Q1 		$267K Sell
2,721
-2,219
-45% -$210K 0.02% 613
2021
Q4 		$459K Buy
+4,940
New +$465K 0.04% 329
2021
Q1 		$350K Buy
+3,881
New +$334K 0.03% 375

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Money Concepts Capital's EMR Position: Q1 2023 in Review

Money Concepts Capital sold out of Emerson Electric (EMR) in Q1 2023, closing a stake of 3,086 shares — an estimated $296K sold.

Money Concepts Capital first reported a position in EMR in Q1 2021 and held it in 6 quarters. The position peaked at $459K in Q4 2021. 1,751 funds tracked by Wall St. Rank hold EMR as of Q1 2023.

  • Money Concepts Capital reported no remaining Emerson Electric position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3,086 Emerson Electric shares in Q1 2023, an estimated $296K.
  • Money Concepts Capital first reported a position in Emerson Electric in Q1 2021 and held it in 6 quarters.
  • Money Concepts Capital's Emerson Electric position peaked at $459K in Q4 2021.
  • 1,751 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.