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SC&H Financial Advisors’s Emerson Electric EMR Stock Holding History

SC&H 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
2022
Q2 		– Sell
-2,318
Closed -$227K – 144
2022
Q1 		$227K Sell
2,318
-1,900
-45% -$180K 0.11% 137
2021
Q4 		$392K Buy
+4,218
New +$397K 0.22% 108

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SC&H Financial Advisors's EMR Position: Q2 2022 in Review

SC&H Financial Advisors sold out of Emerson Electric (EMR) in Q2 2022, closing a stake of 2,318 shares — an estimated $227K sold.

SC&H Financial Advisors first reported a position in EMR in Q4 2021 and held it in 2 quarters. The position peaked at $392K in Q4 2021. 1,722 funds tracked by Wall St. Rank hold EMR as of Q2 2022.

  • SC&H Financial Advisors reported no remaining Emerson Electric position as of Q2 2022 after selling out during the quarter.
  • SC&H Financial Advisors sold 2,318 Emerson Electric shares in Q2 2022, an estimated $227K.
  • SC&H Financial Advisors first reported a position in Emerson Electric in Q4 2021 and held it in 2 quarters.
  • SC&H Financial Advisors's Emerson Electric position peaked at $392K in Q4 2021.
  • 1,722 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2022.

Based on SC&H Financial Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.