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Safeguard Investment Advisory Group’s Emerson Electric EMR Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-750
Closed -$60K – 254
2020
Q4 		$60K Buy
+750
New +$55.8K 0.05% 178

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Safeguard Investment Advisory Group's EMR Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Emerson Electric (EMR) in Q1 2021, closing a stake of 750 shares — an estimated $60K sold.

Safeguard Investment Advisory Group first reported a position in EMR in Q4 2020 and held it in 1 quarter. The position peaked at $60K in Q4 2020. 1,685 funds tracked by Wall St. Rank hold EMR as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Emerson Electric position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 750 Emerson Electric shares in Q1 2021, an estimated $60K.
  • Safeguard Investment Advisory Group first reported a position in Emerson Electric in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Emerson Electric position peaked at $60K in Q4 2020.
  • 1,685 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.