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Selective Wealth Management’s Emerson Electric EMR Stock Holding History

Selective Wealth Management’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
Q4 		– Sell
-300
Closed -$22K – 284
2022
Q3 		$22K Hold
300
– – 0.01% 411
2022
Q2 		$24K Hold
300
– – 0.01% 438
2022
Q1 		$29K Sell
300
-200
-40% -$18.9K 0.01% 392
2021
Q4 		$46K Hold
500
– – 0.02% 280
2021
Q3 		$47K Hold
500
– – 0.02% 261
2021
Q2 		$48K Hold
500
– – 0.04% 193
2021
Q1 		$45K Buy
+500
New +$43K 0.04% 134

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Selective Wealth Management's EMR Position: Q4 2022 in Review

Selective Wealth Management sold out of Emerson Electric (EMR) in Q4 2022, closing a stake of 300 shares — an estimated $22K sold.

Selective Wealth Management first reported a position in EMR in Q1 2021 and held it in 7 quarters. The position peaked at $48K in Q2 2021. 1,794 funds tracked by Wall St. Rank hold EMR as of Q4 2022.

  • Selective Wealth Management reported no remaining Emerson Electric position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 300 Emerson Electric shares in Q4 2022, an estimated $22K.
  • Selective Wealth Management first reported a position in Emerson Electric in Q1 2021 and held it in 7 quarters.
  • Selective Wealth Management's Emerson Electric position peaked at $48K in Q2 2021.
  • 1,794 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.