Sage Financial Group’s Emerson Electric EMR Stock Holding History

Sage Financial 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
2022 Q2	–	Sell	-484	Closed	-$47K	–	102
2022 Q1	$47K	Hold	484	–	–	0.01%	61
2021 Q4	$45K	Hold	484	–	–	﹤0.01%	63
2021 Q3	$46K	Hold	484	–	–	0.01%	58
2021 Q2	$47K	Hold	484	–	–	0.01%	56
2021 Q1	$44K	Hold	484	–	–	0.01%	53
2020 Q4	$39K	Hold	484	–	–	0.01%	56
2020 Q3	$32K	Hold	484	–	–	0.01%	53
2020 Q2	$30K	Hold	484	–	–	0.01%	55
2020 Q1	$23K	Hold	484	–	–	﹤0.01%	56
2019 Q4	$37K	Hold	484	–	–	0.01%	54
2019 Q3	$32K	Hold	484	–	–	﹤0.01%	55
2019 Q2	$32K	Hold	484	–	–	﹤0.01%	61
2019 Q1	$33K	Hold	484	–	–	0.01%	62
2018 Q4	$29K	Hold	484	–	–	﹤0.01%	64
2018 Q3	$37K	Hold	484	–	–	0.01%	45
2018 Q2	$33K	Hold	484	–	–	0.01%	45
2018 Q1	$33K	Hold	484	–	–	0.01%	44
2017 Q4	$34K	Hold	484	–	–	0.01%	49
2017 Q3	$30K	Hold	484	–	–	0.01%	45
2017 Q2	$29K	Hold	484	–	–	0.01%	45
2017 Q1	$29K	Hold	484	–	–	0.01%	43
2016 Q4	$27K	Hold	484	–	–	0.01%	43
2016 Q3	$26K	Hold	484	–	–	0.01%	38
2016 Q2	$25K	Hold	484	–	–	0.01%	36
2016 Q1	$26K	Hold	484	–	–	0.01%	38
2015 Q4	$23K	Hold	484	–	–	0.01%	57
2015 Q3	$21K	Hold	484	–	–	0.01%	39
2015 Q2	$27K	Hold	484	–	–	0.01%	35
2015 Q1	$27K	Hold	484	–	–	0.01%	33
2014 Q4	$30K	Hold	484	–	–	0.01%	35
2014 Q3	$30K	Hold	484	–	–	0.01%	26
2014 Q2	$32K	Hold	484	–	–	0.02%	28
2014 Q1	$32K	Buy	+484	New	+$31.9K	0.02%	29

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Sage Financial Group's EMR Position: Q2 2022 in Review

Sage Financial Group sold out of Emerson Electric (EMR) in Q2 2022, closing a stake of 484 shares — an estimated $47K sold.

Sage Financial Group first reported a position in EMR in Q1 2014 and held it in 33 quarters. The position peaked at $47K in Q1 2022. 1,722 funds tracked by Wall St. Rank hold EMR as of Q2 2022.

Sage Financial Group reported no remaining Emerson Electric position as of Q2 2022 after selling out during the quarter.
Sage Financial Group sold 484 Emerson Electric shares in Q2 2022, an estimated $47K.
Sage Financial Group first reported a position in Emerson Electric in Q1 2014 and held it in 33 quarters.
Sage Financial Group's Emerson Electric position peaked at $47K in Q1 2022.
1,722 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2022.

Based on Sage Financial Group's 13F filing for Q2 2022, filed 25 Jul 2022.