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Paradigm Financial Advisors’s Emerson Electric EMR Stock Holding History

Paradigm Financial 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
2021
Q4 		$253K Sell
2,722
-285
-9% -$26.8K 0.06% 184
2021
Q3 		$283K Sell
3,007
-5
-0.2% -$499 0.07% 164
2021
Q2 		$290K Buy
3,012
+695
+30% +$65.3K 0.06% 166
2021
Q1 		$209K Buy
+2,317
New +$199K 0.05% 181
2014
Q2 		– Sell
-2,812
Closed -$188K – 111
2014
Q1 		$188K Hold
2,812
– – 0.17% 77
2013
Q4 		$197K Buy
+2,812
New +$188K 0.19% 75

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Paradigm Financial Advisors's EMR Position: Q4 2021 in Review

Paradigm Financial Advisors reduced its Emerson Electric (EMR) stake by 9.5% in Q4 2021, selling an estimated $26.8K and leaving 2,722 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #184.

Paradigm Financial Advisors first reported a position in EMR in Q4 2013 and has held it in 6 quarters since. The position peaked at $290K in Q2 2021. 1,796 funds tracked by Wall St. Rank hold EMR as of Q4 2021.

  • Paradigm Financial Advisors held 2,722 shares of Emerson Electric worth $253K as of Q4 2021.
  • Paradigm Financial Advisors sold 285 Emerson Electric shares in Q4 2021, an estimated $26.8K.
  • Emerson Electric made up 0.06% of Paradigm Financial Advisors's portfolio in Q4 2021, its #184 holding.
  • Paradigm Financial Advisors first reported a position in Emerson Electric in Q4 2013 and has held it in 6 quarters since.
  • Paradigm Financial Advisors's Emerson Electric position peaked at $290K in Q2 2021.
  • 1,796 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.