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Newfound Research’s Emerson Electric EMR Stock Holding History

Newfound Research’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 		$38K Sell
514
-244
-32% -$20.3K 0.09% 129
2022
Q2 		$60K Buy
+758
New +$66.8K 0.13% 113

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Newfound Research's EMR Position: Q3 2022 in Review

Newfound Research reduced its Emerson Electric (EMR) stake by 32% in Q3 2022, selling an estimated $20.3K and leaving 514 shares worth $38K. The position accounts for 0.09% of the portfolio, ranked #129.

Newfound Research first reported a position in EMR in Q2 2022 and has held it in 2 quarters since. The position peaked at $60K in Q2 2022. 1,679 funds tracked by Wall St. Rank hold EMR as of Q3 2022.

  • Newfound Research held 514 shares of Emerson Electric worth $38K as of Q3 2022.
  • Newfound Research sold 244 Emerson Electric shares in Q3 2022, an estimated $20.3K.
  • Emerson Electric made up 0.09% of Newfound Research's portfolio in Q3 2022, its #129 holding.
  • Newfound Research first reported a position in Emerson Electric in Q2 2022 and has held it in 2 quarters since.
  • Newfound Research's Emerson Electric position peaked at $60K in Q2 2022.
  • 1,679 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.