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Private Wealth Advisors (Pennsylvania)’s Emerson Electric EMR Stock Holding History

Private Wealth Advisors (Pennsylvania)’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 		$320K Buy
3,981
+4
+0.1% +$297 0.18% 89
2020
Q3 		$261K Sell
3,977
-294
-7% -$19.4K 0.17% 87
2020
Q2 		$265K Buy
4,271
+5
+0.1% +$284 0.18% 87
2020
Q1 		$229K Sell
4,266
-520
-11% -$34.2K 0.17% 86
2019
Q4 		$356K Sell
4,786
-203
-4% -$14.6K 0.19% 97
2019
Q3 		$334K Sell
4,989
-367
-7% -$23.1K 0.17% 107
2019
Q2 		$357K Buy
5,356
+5
+0.1% +$335 0.13% 112
2019
Q1 		$366K Buy
5,351
+5
+0.1% +$329 0.14% 111
2018
Q4 		$319K Sell
5,346
-575
-10% -$38.8K 0.14% 111
2018
Q3 		$453K Buy
5,921
+4
+0.1% +$295 0.17% 101
2018
Q2 		$409K Sell
5,917
-696
-11% -$48.9K 0.16% 102
2018
Q1 		$452K Sell
6,613
-246
-4% -$17.5K 0.18% 99
2017
Q4 		$478K Sell
6,859
-85
-1% -$5.51K 0.19% 97
2017
Q3 		$436K Sell
6,944
-295
-4% -$17.8K 0.18% 97
2017
Q2 		$432K Buy
7,239
+5
+0.1% +$296 0.19% 93
2017
Q1 		$433K Buy
7,234
+5
+0.1% +$299 0.19% 94
2016
Q4 		$403K Sell
7,229
-3,362
-32% -$181K 0.19% 96
2016
Q3 		$577K Buy
10,591
+5
+0% +$268 0.27% 87
2016
Q2 		$552K Buy
10,586
+663
+7% +$35.2K 0.27% 85
2016
Q1 		$540K Buy
9,923
+71
+0.7% +$3.42K 0.29% 81
2015
Q4 		$471K Sell
9,852
-1,559
-14% -$74.2K 0.27% 81
2015
Q3 		$504K Sell
11,411
-194
-2% -$9.54K 0.25% 95
2015
Q2 		$643K Buy
11,605
+4
+0% +$235 0.29% 86
2015
Q1 		$657K Sell
11,601
-19,935
-63% -$1.16M 0.31% 78
2014
Q4 		$1.95M Sell
31,536
-1,988
-6% -$125K 0.94% 35
2014
Q3 		$2.1M Sell
33,524
-375
-1% -$24.4K 1.11% 28
2014
Q2 		$2.25M Buy
33,899
+24
+0.1% +$1.61K 1.15% 30
2014
Q1 		$2.26M Buy
33,875
+84
+0.2% +$5.53K 1.23% 27
2013
Q4 		$2.37M Sell
33,791
-872
-3% -$58.2K 1.3% 22
2013
Q3 		$2.24M Sell
34,663
-105
-0.3% -$6.42K 1.32% 23
2013
Q2 		$1.9M Buy
+34,768
New +$1.96M 1.18% 29

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

Private Wealth Advisors (Pennsylvania)'s EMR Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) increased its Emerson Electric (EMR) stake by 0.1% in Q4 2020, buying an estimated $297 and bringing the position to 3,981 shares worth $320K. The position accounts for 0.18% of the portfolio, ranked #89.

Private Wealth Advisors (Pennsylvania) first reported a position in EMR in Q2 2013 and has held it in 31 quarters since. The position peaked at $2.37M in Q4 2013. 1,592 funds tracked by Wall St. Rank hold EMR as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 3,981 shares of Emerson Electric worth $320K as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) bought 4 Emerson Electric shares in Q4 2020, an estimated $297.
  • Emerson Electric made up 0.18% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #89 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in Emerson Electric in Q2 2013 and has held it in 31 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s Emerson Electric position peaked at $2.37M in Q4 2013.
  • 1,592 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.