Polar Capital’s Emerson Electric EMR Stock Holding History

Polar Capital’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 Q3	$7.69M	Buy	117,267 +12,151	+12%	+$800K	0.06%	193
2020 Q2	$6.52M	Buy	105,116 +68,755	+189%	+$3.91M	0.06%	196
2020 Q1	$1.73M	Sell	36,361 -51,327	-59%	-$3.38M	0.02%	246
2019 Q4	$6.69M	Hold	87,688	–	–	0.06%	221
2019 Q3	$5.86M	Sell	87,688 -23,428	-21%	-$1.47M	0.05%	224
2019 Q2	$7.41M	Hold	111,116	–	–	0.07%	209
2019 Q1	$7.61M	Hold	111,116	–	–	0.07%	195
2018 Q4	$6.64M	Buy	111,116 +7,600	+7%	+$513K	0.07%	196
2018 Q3	$7.93M	Buy	103,516 +13,702	+15%	+$1.01M	0.07%	192
2018 Q2	$6.21K	Buy	89,814 +6,000	+7%	+$422K	0.04%	213
2018 Q1	$5.72M	Buy	83,814 +32,488	+63%	+$2.31M	0.06%	211
2017 Q4	$3.58M	Buy	+51,326	New	+$3.33M	0.04%	216

Other funds holding EMR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Polar Capital's EMR Position: Q3 2020 in Review

Polar Capital increased its Emerson Electric (EMR) stake by 12% in Q3 2020, buying an estimated $800K and bringing the position to 117,267 shares worth $7.69M. The position accounts for 0.06% of the portfolio, ranked #193.

Polar Capital first reported a position in EMR in Q4 2017 and has held it in 12 quarters since. The position peaked at $7.93M in Q3 2018. 1,456 funds tracked by Wall St. Rank hold EMR as of Q3 2020.

Polar Capital held 117,267 shares of Emerson Electric worth $7.69M as of Q3 2020.
Polar Capital bought 12,151 Emerson Electric shares in Q3 2020, an estimated $800K.
Emerson Electric made up 0.06% of Polar Capital's portfolio in Q3 2020, its #193 holding.
Polar Capital first reported a position in Emerson Electric in Q4 2017 and has held it in 12 quarters since.
Polar Capital's Emerson Electric position peaked at $7.93M in Q3 2018.
1,456 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2020.

Based on Polar Capital's 13F filing for Q3 2020, filed 16 Nov 2020.