Opus Investment Management’s Emerson Electric EMR Stock Holding History

Opus Investment Management’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
2019 Q4	–	Sell	-16,000	Closed	-$1.07M	–	107
2019 Q3	$1.07M	Hold	16,000	–	–	0.19%	86
2019 Q2	$1.07M	Hold	16,000	–	–	0.2%	85
2019 Q1	$1.1M	Hold	16,000	–	–	0.22%	78
2018 Q4	$956K	Hold	16,000	–	–	0.21%	80
2018 Q3	$1.23M	Hold	16,000	–	–	0.21%	78
2018 Q2	$1.11M	Hold	16,000	–	–	0.2%	82
2018 Q1	$1.09M	Hold	16,000	–	–	0.2%	82
2017 Q4	$1.11M	Hold	16,000	–	–	0.2%	77
2017 Q3	$1M	Hold	16,000	–	–	0.18%	82
2017 Q2	$954K	Hold	16,000	–	–	0.16%	81
2017 Q1	$958K	Hold	16,000	–	–	0.16%	80
2016 Q4	$892K	Hold	16,000	–	–	0.16%	82
2016 Q3	$872K	Hold	16,000	–	–	0.15%	78
2016 Q2	$835K	Sell	16,000 -29,500	-65%	-$1.57M	0.15%	71
2016 Q1	$2.47M	Sell	45,500 -7,500	-14%	-$362K	0.48%	58
2015 Q4	$2.54M	Sell	53,000 -40,000	-43%	-$1.9M	0.45%	68
2015 Q3	$4.11M	Hold	93,000	–	–	0.77%	39
2015 Q2	$5.16M	Buy	93,000 +24,500	+36%	+$1.44M	0.94%	19
2015 Q1	$3.88M	Buy	68,500 +7,500	+12%	+$436K	0.68%	38
2014 Q4	$3.77M	Buy	61,000 +40,000	+190%	+$2.51M	0.68%	46
2014 Q3	$1.31M	Hold	21,000	–	–	0.25%	72
2014 Q2	$1.39M	Hold	21,000	–	–	0.27%	72
2014 Q1	$1.4M	Buy	21,000 +5,000	+31%	+$329K	0.32%	69
2013 Q4	$1.12M	Sell	16,000 -5,000	-24%	-$334K	0.3%	68
2013 Q3	$1.36M	Hold	21,000	–	–	0.31%	69
2013 Q2	$1.15M	Buy	+21,000	New	+$1.18M	0.27%	64

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Opus Investment Management's EMR Position: Q4 2019 in Review

Opus Investment Management sold out of Emerson Electric (EMR) in Q4 2019, closing a stake of 16,000 shares — an estimated $1.07M sold.

Opus Investment Management first reported a position in EMR in Q2 2013 and held it in 26 quarters. The position peaked at $5.16M in Q2 2015. 1,512 funds tracked by Wall St. Rank hold EMR as of Q4 2019.

Opus Investment Management reported no remaining Emerson Electric position as of Q4 2019 after selling out during the quarter.
Opus Investment Management sold 16,000 Emerson Electric shares in Q4 2019, an estimated $1.07M.
Opus Investment Management first reported a position in Emerson Electric in Q2 2013 and held it in 26 quarters.
Opus Investment Management's Emerson Electric position peaked at $5.16M in Q2 2015.
1,512 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2019.

Based on Opus Investment Management's 13F filing for Q4 2019, filed 12 Feb 2020.