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Personal Capital Advisors’s Emerson Electric EMR Stock Holding History

Personal Capital 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
2022
Q4 		$658K Sell
6,848
-150
-2% -$13.5K ﹤0.01% 267
2022
Q3 		$512K Buy
6,998
+305
+5% +$25.3K ﹤0.01% 283
2022
Q2 		$532K Buy
6,693
+1,699
+34% +$150K ﹤0.01% 272
2022
Q1 		$490K Sell
4,994
-23
-0.5% -$2.18K ﹤0.01% 309
2021
Q4 		$466K Sell
5,017
-587
-10% -$55.3K ﹤0.01% 347
2021
Q3 		$528K Buy
5,604
+417
+8% +$41.6K ﹤0.01% 305
2021
Q2 		$499K Sell
5,187
-556
-10% -$52.3K ﹤0.01% 311
2021
Q1 		$518K Buy
5,743
+1,376
+32% +$118K ﹤0.01% 301
2020
Q4 		$351K Buy
4,367
+1,080
+33% +$80.3K ﹤0.01% 349
2020
Q3 		$216K Buy
+3,287
New +$217K ﹤0.01% 387
2020
Q1 		– Sell
-2,822
Closed -$215K – 359
2019
Q4 		$215K Sell
2,822
-520
-16% -$37.5K ﹤0.01% 381
2019
Q3 		$223K Buy
+3,342
New +$210K ﹤0.01% 334

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Personal Capital Advisors's EMR Position: Q4 2022 in Review

Personal Capital Advisors reduced its Emerson Electric (EMR) stake by 2.1% in Q4 2022, selling an estimated $13.5K and leaving 6,848 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Personal Capital Advisors first reported a position in EMR in Q3 2019 and has held it in 12 quarters since. 1,793 funds tracked by Wall St. Rank hold EMR as of Q4 2022.

  • Personal Capital Advisors held 6,848 shares of Emerson Electric worth $658K as of Q4 2022.
  • Personal Capital Advisors sold 150 Emerson Electric shares in Q4 2022, an estimated $13.5K.
  • Emerson Electric made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #267 holding.
  • Personal Capital Advisors first reported a position in Emerson Electric in Q3 2019 and has held it in 12 quarters since.
  • 1,793 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.