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Professional Planning’s Emerson Electric EMR Stock Holding History

Professional Planning’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
Q3 		$265K Buy
2,821
+108
+4% +$10.8K 0.13% 109
2021
Q2 		$261K Buy
2,713
+124
+5% +$11.7K 0.12% 115
2021
Q1 		$233K Buy
+2,589
New +$223K 0.11% 112

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Professional Planning's EMR Position: Q3 2021 in Review

Professional Planning increased its Emerson Electric (EMR) stake by 4% in Q3 2021, buying an estimated $10.8K and bringing the position to 2,821 shares worth $265K. The position accounts for 0.13% of the portfolio, ranked #109.

Professional Planning first reported a position in EMR in Q1 2021 and has held it in 3 quarters since. 1,686 funds tracked by Wall St. Rank hold EMR as of Q3 2021.

  • Professional Planning held 2,821 shares of Emerson Electric worth $265K as of Q3 2021.
  • Professional Planning bought 108 Emerson Electric shares in Q3 2021, an estimated $10.8K.
  • Emerson Electric made up 0.13% of Professional Planning's portfolio in Q3 2021, its #109 holding.
  • Professional Planning first reported a position in Emerson Electric in Q1 2021 and has held it in 3 quarters since.
  • 1,686 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.