Pinnacle Advisory Group’s Emerson Electric EMR Stock Holding History

Pinnacle Advisory Group’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 Q1	$213K	Buy	+2,366	New	+$204K	0.01%	233
2018 Q3	–	Sell	-3,906	Closed	-$270K	–	163
2018 Q2	$270K	Sell	3,906 -554	-12%	-$38.9K	0.02%	121
2018 Q1	$305K	Buy	4,460 +154	+4%	+$11K	0.02%	155
2017 Q4	$300K	Sell	4,306 -623	-13%	-$40.4K	0.02%	173
2017 Q3	$310K	Sell	4,929 -124	-2%	-$7.48K	0.02%	158
2017 Q2	$301K	Sell	5,053 -244	-5%	-$14.5K	0.02%	156
2017 Q1	$317K	Buy	+5,297	New	+$316K	0.02%	151

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

Pinnacle Advisory Group's EMR Position: Q1 2021 in Review

Pinnacle Advisory Group opened a new position in Emerson Electric (EMR) in Q1 2021: 2,366 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #233 among its holdings. This is a return to the name: Pinnacle Advisory Group previously reported a position in EMR as recently as Q2 2018.

Pinnacle Advisory Group first reported a position in EMR in Q1 2017 and has held it in 7 quarters since. The position peaked at $317K in Q1 2017. 1,687 funds tracked by Wall St. Rank hold EMR as of Q1 2021.

Pinnacle Advisory Group held 2,366 shares of Emerson Electric worth $213K as of Q1 2021.
Emerson Electric was a new Pinnacle Advisory Group position in Q1 2021.
Emerson Electric made up 0.01% of Pinnacle Advisory Group's portfolio in Q1 2021, its #233 holding.
Pinnacle Advisory Group first reported a position in Emerson Electric in Q1 2017 and has held it in 7 quarters since.
Pinnacle Advisory Group's Emerson Electric position peaked at $317K in Q1 2017.
1,687 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.