Perpetual Investment Management’s Emerson Electric EMR Stock Holding History

Perpetual 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
2022 Q4	$279K	Hold	2,900	–	–	0.03%	183
2022 Q3	$212K	Hold	2,900	–	–	0.03%	200
2022 Q2	$231K	Sell	2,900 -58	-2%	-$5.11K	0.03%	197
2022 Q1	$290K	Hold	2,958	–	–	0.04%	193
2021 Q4	$275K	Hold	2,958	–	–	0.03%	200
2021 Q3	$278K	Hold	2,958	–	–	0.04%	186
2021 Q2	$285K	Sell	2,958 -1,000	-25%	-$94K	0.04%	180
2021 Q1	$356K	Buy	3,958 +58	+1%	+$4.99K	0.06%	153
2020 Q4	$311K	Buy	+3,900	New	+$290K	0.05%	176

Other funds holding EMR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Perpetual Investment Management's EMR Position: Q4 2022 in Review

Perpetual Investment Management held its Emerson Electric (EMR) position steady in Q4 2022 at 2,900 shares worth $279K. The position accounts for 0.03% of the portfolio, ranked #183.

Perpetual Investment Management first reported a position in EMR in Q4 2020 and has held it in 9 quarters since. The position peaked at $356K in Q1 2021. 1,793 funds tracked by Wall St. Rank hold EMR as of Q4 2022.

Perpetual Investment Management held 2,900 shares of Emerson Electric worth $279K as of Q4 2022.
Perpetual Investment Management left its Emerson Electric share count unchanged in Q4 2022.
Emerson Electric made up 0.03% of Perpetual Investment Management's portfolio in Q4 2022, its #183 holding.
Perpetual Investment Management first reported a position in Emerson Electric in Q4 2020 and has held it in 9 quarters since.
Perpetual Investment Management's Emerson Electric position peaked at $356K in Q1 2021.
1,793 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2022.

Based on Perpetual Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.