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Northstar Wealth Partners’s Emerson Electric EMR Stock Holding History

Northstar Wealth Partners’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
2020
Q3 		$1.44M Sell
22,001
-14
-0.1% -$922 0.67% 51
2020
Q2 		$1.36M Buy
22,015
+477
+2% +$27.1K 0.57% 60
2020
Q1 		$1.03M Sell
21,538
-89
-0.4% -$5.86K 0.52% 61
2019
Q4 		$1.65M Buy
21,627
+5
+0% +$360 0.68% 52
2019
Q3 		$1.45M Buy
21,622
+163
+0.8% +$10.2K 0.63% 56
2019
Q2 		$1.43M Sell
21,459
-2
-0% -$134 0.64% 50
2019
Q1 		$1.47M Sell
21,461
-205
-0.9% -$13.5K 0.67% 48
2018
Q4 		$1.29M Sell
21,666
-1,703
-7% -$115K 0.68% 48
2018
Q3 		$1.79M Buy
23,369
+926
+4% +$68.3K 0.86% 41
2018
Q2 		$1.55M Buy
22,443
+12
+0.1% +$843 0.78% 42
2018
Q1 		$1.53M Buy
22,431
+1,145
+5% +$81.5K 0.78% 40
2017
Q4 		$1.54M Buy
21,286
+652
+3% +$42.3K 1.36% 17
2017
Q3 		$1.32M Sell
20,634
-600
-3% -$36.2K 1.28% 23
2017
Q2 		$1.27M Sell
21,234
-642
-3% -$38.1K 1.16% 24
2017
Q1 		$1.3M Buy
+21,876
New +$1.31M 1.21% 23

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northstar Wealth Partners's EMR Position: Q3 2020 in Review

Northstar Wealth Partners reduced its Emerson Electric (EMR) stake by 0.06% in Q3 2020, selling an estimated $922 and leaving 22,001 shares worth $1.44M. The position accounts for 0.67% of the portfolio, ranked #51.

Northstar Wealth Partners first reported a position in EMR in Q1 2017 and has held it in 15 quarters since. The position peaked at $1.79M in Q3 2018. 1,457 funds tracked by Wall St. Rank hold EMR as of Q3 2020.

  • Northstar Wealth Partners held 22,001 shares of Emerson Electric worth $1.44M as of Q3 2020.
  • Northstar Wealth Partners sold 14 Emerson Electric shares in Q3 2020, an estimated $922.
  • Emerson Electric made up 0.67% of Northstar Wealth Partners's portfolio in Q3 2020, its #51 holding.
  • Northstar Wealth Partners first reported a position in Emerson Electric in Q1 2017 and has held it in 15 quarters since.
  • Northstar Wealth Partners's Emerson Electric position peaked at $1.79M in Q3 2018.
  • 1,457 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.