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MPS Loria Financial Planners’s Emerson Electric EMR Stock Holding History

MPS Loria Financial Planners’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
-24
Closed -$2K – 250
2021
Q1 		$2K Hold
24
– – ﹤0.01% 435
2020
Q4 		$2K Buy
+24
New +$1.78K ﹤0.01% 459
2017
Q3 		– Sell
-230
Closed -$14K – 157
2017
Q2 		$14K Buy
+230
New +$13.6K 0.01% 266

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

MPS Loria Financial Planners's EMR Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Emerson Electric (EMR) in Q2 2021, closing a stake of 24 shares — an estimated $2K sold.

MPS Loria Financial Planners first reported a position in EMR in Q2 2017 and held it in 3 quarters. The position peaked at $14K in Q2 2017. 1,697 funds tracked by Wall St. Rank hold EMR as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Emerson Electric position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 24 Emerson Electric shares in Q2 2021, an estimated $2K.
  • MPS Loria Financial Planners first reported a position in Emerson Electric in Q2 2017 and held it in 3 quarters.
  • MPS Loria Financial Planners's Emerson Electric position peaked at $14K in Q2 2017.
  • 1,697 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.