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Point View Wealth Management’s Emerson Electric EMR Stock Holding History

Point View Wealth 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
2020
Q4 		$1.41M Buy
17,484
+53
+0.3% +$3.94K 0.57% 52
2020
Q3 		$1.14M Sell
17,431
-750
-4% -$49.4K 0.54% 55
2020
Q2 		$1.13M Sell
18,181
-549
-3% -$31.2K 0.54% 56
2020
Q1 		$892K Buy
18,730
+562
+3% +$37K 0.49% 70
2019
Q4 		$1.39M Sell
18,168
-332
-2% -$23.9K 0.57% 51
2019
Q3 		$1.24M Sell
18,500
-876
-5% -$55.1K 0.56% 59
2019
Q2 		$1.29M Sell
19,376
-31
-0.2% -$2.08K 0.55% 60
2019
Q1 		$1.33M Sell
19,407
-74
-0.4% -$4.87K 0.59% 54
2018
Q4 		$1.16M Buy
19,481
+28
+0.1% +$1.89K 0.59% 55
2018
Q3 		$1.49M Buy
19,453
+468
+2% +$34.5K 0.66% 47
2018
Q2 		$1.31M Sell
18,985
-335
-2% -$23.5K 0.61% 50
2018
Q1 		$1.32M Sell
19,320
-1,679
-8% -$120K 0.63% 46
2017
Q4 		$1.46M Buy
20,999
+254
+1% +$16.5K 0.69% 42
2017
Q3 		$1.3M Buy
20,745
+1,799
+9% +$109K 0.63% 45
2017
Q2 		$1.13M Buy
18,946
+3,594
+23% +$213K 0.56% 60
2017
Q1 		$919K Buy
15,352
+3,049
+25% +$182K 0.47% 74
2016
Q4 		$686K Sell
12,303
-627
-5% -$33.7K 0.39% 89
2016
Q3 		$705K Buy
12,930
+1,643
+15% +$88.1K 0.42% 88
2016
Q2 		$589K Buy
11,287
+524
+5% +$27.8K 0.36% 103
2016
Q1 		$585K Buy
10,763
+4,233
+65% +$204K 0.38% 101
2015
Q4 		$312K Buy
+6,530
New +$311K 0.23% 140

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Point View Wealth Management's EMR Position: Q4 2020 in Review

Point View Wealth Management increased its Emerson Electric (EMR) stake by 0.3% in Q4 2020, buying an estimated $3.94K and bringing the position to 17,484 shares worth $1.41M. The position accounts for 0.57% of the portfolio, ranked #52.

Point View Wealth Management first reported a position in EMR in Q4 2015 and has held it in 21 quarters since. The position peaked at $1.49M in Q3 2018. 1,593 funds tracked by Wall St. Rank hold EMR as of Q4 2020.

  • Point View Wealth Management held 17,484 shares of Emerson Electric worth $1.41M as of Q4 2020.
  • Point View Wealth Management bought 53 Emerson Electric shares in Q4 2020, an estimated $3.94K.
  • Emerson Electric made up 0.57% of Point View Wealth Management's portfolio in Q4 2020, its #52 holding.
  • Point View Wealth Management first reported a position in Emerson Electric in Q4 2015 and has held it in 21 quarters since.
  • Point View Wealth Management's Emerson Electric position peaked at $1.49M in Q3 2018.
  • 1,593 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.