RFA
EMR icon

Reilly Financial Advisors’s Emerson Electric EMR Stock Holding History

Reilly Financial Advisors’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
2016
Q2 		– Sell
-688
Closed -$37K – 858
2016
Q1 		$37K Sell
688
-50
-7% -$2.41K 0.01% 436
2015
Q4 		$35K Buy
+738
New +$35.1K 0.01% 456

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Reilly Financial Advisors's EMR Position: Q4 2021 in Review

Reilly Financial Advisors reduced its Emerson Electric (EMR) stake by 35% in Q4 2021, selling an estimated $31.7K and leaving 637 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Reilly Financial Advisors first reported a position in EMR in Q2 2013 and has held it in 33 quarters since. The position peaked at $171K in Q1 2019. 1,797 funds tracked by Wall St. Rank hold EMR as of Q4 2021.

  • Reilly Financial Advisors held 637 shares of Emerson Electric worth $59K as of Q4 2021.
  • Reilly Financial Advisors sold 337 Emerson Electric shares in Q4 2021, an estimated $31.7K.
  • Emerson Electric made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #375 holding.
  • Reilly Financial Advisors first reported a position in Emerson Electric in Q2 2013 and has held it in 33 quarters since.
  • Reilly Financial Advisors's Emerson Electric position peaked at $171K in Q1 2019.
  • 1,797 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.