Sageworth Trust’s Emerson Electric EMR Stock Holding History

Sageworth Trust’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 Q3	–	Sell	-2,391	Closed	-$190K	–	373
2022 Q2	$190K	Buy	+2,391	New	+$211K	0.02%	88
2021 Q2	–	Sell	-235	Closed	-$21K	–	899
2021 Q1	$21K	Sell	235 -245	-51%	-$21.1K	﹤0.01%	226
2020 Q4	$39K	Buy	+480	New	+$35.7K	﹤0.01%	128
2020 Q3	–	Sell	-9	Closed	-$1K	–	237
2020 Q2	$1K	Buy	+9	New	+$511	﹤0.01%	183

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

Norges Bank Oslo, Norway $935B AUM

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

Sageworth Trust's EMR Position: Q3 2022 in Review

Sageworth Trust sold out of Emerson Electric (EMR) in Q3 2022, closing a stake of 2,391 shares — an estimated $190K sold.

Sageworth Trust first reported a position in EMR in Q2 2020 and held it in 4 quarters. The position peaked at $190K in Q2 2022. 1,679 funds tracked by Wall St. Rank hold EMR as of Q3 2022.

Sageworth Trust reported no remaining Emerson Electric position as of Q3 2022 after selling out during the quarter.
Sageworth Trust sold 2,391 Emerson Electric shares in Q3 2022, an estimated $190K.
Sageworth Trust first reported a position in Emerson Electric in Q2 2020 and held it in 4 quarters.
Sageworth Trust's Emerson Electric position peaked at $190K in Q2 2022.
1,679 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2022.

Based on Sageworth Trust's 13F filing for Q3 2022, filed 2 Nov 2022.