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Mountain Capital Investment Advisors’s Emerson Electric EMR Stock Holding History

Mountain Capital Investment Advisors’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
Q2 		– Sell
-20,885
Closed -$1.78M – 72
2023
Q1 		$1.78M Buy
20,885
+1,311
+7% +$115K 0.79% 41
2022
Q4 		$1.91M Buy
19,574
+2,815
+17% +$253K 0.87% 44
2022
Q3 		$1.36M Sell
16,759
-53
-0.3% -$4.4K 0.71% 49
2022
Q2 		$1.36M Buy
16,812
+484
+3% +$42.7K 0.68% 47
2022
Q1 		$1.52M Sell
16,328
-465
-3% -$44K 0.72% 49
2021
Q4 		$1.62M Buy
16,793
+3,532
+27% +$333K 0.73% 42
2021
Q3 		$1.28M Buy
13,261
+653
+5% +$65.2K 0.68% 46
2021
Q2 		$1.21M Sell
12,608
-1,193
-9% -$112K 0.56% 47
2021
Q1 		$1.25M Buy
13,801
+1,997
+17% +$172K 0.63% 50
2020
Q4 		$975K Sell
11,804
-2,899
-20% -$216K 0.59% 53
2020
Q3 		$1.02M Buy
+14,703
New +$968K 0.66% 59
2017
Q4 		– Sell
-2,119
Closed -$133K – 145
2017
Q3 		$133K Sell
2,119
-40
-2% -$2.41K 0.12% 47
2017
Q2 		$129K Buy
+2,159
New +$128K 0.13% 51

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

Mountain Capital Investment Advisors's EMR Position: Q2 2023 in Review

Mountain Capital Investment Advisors sold out of Emerson Electric (EMR) in Q2 2023, closing a stake of 20,885 shares — an estimated $1.78M sold.

Mountain Capital Investment Advisors first reported a position in EMR in Q2 2017 and held it in 13 quarters. The position peaked at $1.91M in Q4 2022. 1,781 funds tracked by Wall St. Rank hold EMR as of Q2 2023.

  • Mountain Capital Investment Advisors reported no remaining Emerson Electric position as of Q2 2023 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 20,885 Emerson Electric shares in Q2 2023, an estimated $1.78M.
  • Mountain Capital Investment Advisors first reported a position in Emerson Electric in Q2 2017 and held it in 13 quarters.
  • Mountain Capital Investment Advisors's Emerson Electric position peaked at $1.91M in Q4 2022.
  • 1,781 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2023.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.