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Perennial Advisors’s Emerson Electric EMR Stock Holding History

Perennial 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
Q3 		– Sell
-185
Closed -$18K – 137
2021
Q2 		$18K Hold
185
– – 0.01% 216
2021
Q1 		$17K Buy
+185
New +$15.9K 0.01% 212
2018
Q3 		– Sell
-175
Closed -$12K – 209
2018
Q2 		$12K Hold
175
– – 0.01% 159
2018
Q1 		$12K Hold
175
– – 0.01% 160
2017
Q4 		$12K Buy
+175
New +$11.3K 0.01% 168

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Perennial Advisors's EMR Position: Q3 2021 in Review

Perennial Advisors sold out of Emerson Electric (EMR) in Q3 2021, closing a stake of 185 shares — an estimated $18K sold.

Perennial Advisors first reported a position in EMR in Q4 2017 and held it in 5 quarters. The position peaked at $18K in Q2 2021. 1,686 funds tracked by Wall St. Rank hold EMR as of Q3 2021.

  • Perennial Advisors reported no remaining Emerson Electric position as of Q3 2021 after selling out during the quarter.
  • Perennial Advisors sold 185 Emerson Electric shares in Q3 2021, an estimated $18K.
  • Perennial Advisors first reported a position in Emerson Electric in Q4 2017 and held it in 5 quarters.
  • Perennial Advisors's Emerson Electric position peaked at $18K in Q2 2021.
  • 1,686 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.