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Shine Investment Advisory Services’s Emerson Electric EMR Stock Holding History

Shine Investment Advisory Services’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
2020
Q3 		$109K Hold
1,666
– – 0.04% 183
2020
Q2 		$103K Hold
1,666
– – 0.04% 193
2020
Q1 		$79K Sell
1,666
-546
-25% -$36K 0.04% 212
2019
Q4 		$169K Buy
2,212
+1,312
+146% +$94.5K 0.07% 141
2019
Q3 		$60K Hold
900
– – 0.03% 271
2019
Q2 		$60K Sell
900
-100
-10% -$6.7K 0.03% 265
2019
Q1 		$68K Buy
1,000
+100
+11% +$6.58K 0.03% 243
2018
Q4 		$54K Hold
900
– – 0.03% 267
2018
Q3 		$69K Hold
900
– – 0.04% 250
2018
Q2 		$62K Sell
900
-70
-7% -$4.92K 0.03% 266
2018
Q1 		$66K Sell
970
-135
-12% -$9.61K 0.04% 242
2017
Q4 		$77K Sell
1,105
-61
-5% -$3.95K 0.04% 224
2017
Q3 		$73K Buy
1,166
+261
+29% +$15.7K 0.04% 222
2017
Q2 		$54K Buy
+905
New +$53.7K 0.03% 264

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shine Investment Advisory Services's EMR Position: Q3 2020 in Review

Shine Investment Advisory Services held its Emerson Electric (EMR) position steady in Q3 2020 at 1,666 shares worth $109K. The position accounts for 0.04% of the portfolio, ranked #183.

Shine Investment Advisory Services first reported a position in EMR in Q2 2017 and has held it in 14 quarters since. The position peaked at $169K in Q4 2019. 1,457 funds tracked by Wall St. Rank hold EMR as of Q3 2020.

  • Shine Investment Advisory Services held 1,666 shares of Emerson Electric worth $109K as of Q3 2020.
  • Shine Investment Advisory Services left its Emerson Electric share count unchanged in Q3 2020.
  • Emerson Electric made up 0.04% of Shine Investment Advisory Services's portfolio in Q3 2020, its #183 holding.
  • Shine Investment Advisory Services first reported a position in Emerson Electric in Q2 2017 and has held it in 14 quarters since.
  • Shine Investment Advisory Services's Emerson Electric position peaked at $169K in Q4 2019.
  • 1,457 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.