Simplicity Solutions’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.32M | Sell |
23,885
-437
| -2% | -$40K | 0.06% | 276 |
|
|
2023
Q3 | $2.35M | Sell |
24,322
-1,810
| -7% | -$172K | 0.08% | 240 |
|
|
2023
Q2 | $2.36M | Sell |
26,132
-2,520
| -9% | -$212K | 0.06% | 270 |
|
|
2023
Q1 | $2.5M | Buy |
28,652
+9,933
| +53% | +$868K | 0.07% | 266 |
|
|
2022
Q4 | $1.8M | Buy |
18,719
+2,437
| +15% | +$219K | 0.24% | 91 |
|
|
2022
Q3 | $1.19M | Buy |
16,282
+519
| +3% | +$43.1K | 0.17% | 137 |
|
|
2022
Q2 | $1.25M | Buy |
15,763
+4,565
| +41% | +$402K | 0.16% | 154 |
|
|
2022
Q1 | $1.1M | Sell |
11,198
-6,168
| -36% | -$584K | 0.13% | 162 |
|
|
2021
Q4 | $1.61M | Buy |
17,366
+8,925
| +106% | +$840K | 0.18% | 149 |
|
|
2021
Q3 | $795K | Buy |
8,441
+2,202
| +35% | +$220K | 0.12% | 181 |
|
|
2021
Q2 | $600K | Buy |
6,239
+2,412
| +63% | +$227K | 0.12% | 187 |
|
|
2021
Q1 | $345K | Sell |
3,827
-94,852
| -96% | -$8.16M | 0.08% | 286 |
|
|
2020
Q4 | $7.93M | Buy |
98,679
+8,882
| +10% | +$660K | 0.12% | 169 |
|
|
2020
Q3 | $5.89M | Buy |
89,797
+1,198
| +1% | +$78.9K | 0.11% | 175 |
|
|
2020
Q2 | $5.5M | Buy |
88,599
+70,095
| +379% | +$3.98M | 0.11% | 172 |
|
|
2020
Q1 | $882K | Buy |
18,504
+6,892
| +59% | +$454K | 0.03% | 371 |
|
|
2019
Q4 | $886K | Buy |
11,612
+6,189
| +114% | +$446K | 0.03% | 412 |
|
|
2019
Q3 | $363K | Buy |
5,423
+1,411
| +35% | +$88.7K | 0.01% | 490 |
|
|
2019
Q2 | $268K | Sell |
4,012
-3,911
| -49% | -$262K | 0.01% | 532 |
|
|
2019
Q1 | $542K | Buy |
7,923
+2,041
| +35% | +$134K | 0.03% | 380 |
|
|
2018
Q4 | $352K | Sell |
5,882
-2,398
| -29% | -$162K | 0.05% | 400 |
|
|
2018
Q3 | $634K | Sell |
8,280
-7,994
| -49% | -$590K | 0.04% | 229 |
|
|
2018
Q2 | $1.13M | Sell |
16,274
-2,074
| -11% | -$146K | 0.08% | 136 |
|
|
2018
Q1 | $1.25M | Sell |
18,348
-7,722
| -30% | -$550K | 0.11% | 115 |
|
|
2017
Q4 | $1.82M | Buy |
26,070
+18,950
| +266% | +$1.23M | 0.18% | 82 |
|
|
2017
Q3 | $447K | Sell |
7,120
-17,600
| -71% | -$1.06M | 0.3% | 84 |
|
|
2017
Q2 | $1.47M | Buy |
24,720
+3,172
| +15% | +$188K | 0.17% | 101 |
|
|
2017
Q1 | $1.29M | Buy |
21,548
+2,135
| +11% | +$127K | 0.2% | 107 |
|
|
2016
Q4 | $1.08M | Buy |
19,413
+9,823
| +102% | +$528K | 0.25% | 88 |
|
|
2016
Q3 | $523K | Sell |
9,590
-6,106
| -39% | -$327K | 0.25% | 95 |
|
|
2016
Q2 | $819K | Buy |
15,696
+1,384
| +10% | +$73.5K | 0.44% | 64 |
|
|
2016
Q1 | $778K | Buy |
14,312
+4,359
| +44% | +$210K | 0.48% | 51 |
|
|
2015
Q4 | $476K | Buy |
+9,953
| New | +$474K | 0.06% | 459 |
|
Other funds holding EMR
Simplicity Solutions's EMR Position: Q4 2023 in Review
Simplicity Solutions reduced its Emerson Electric (EMR) stake by 1.8% in Q4 2023, selling an estimated $40K and leaving 23,885 shares worth $2.32M. The position accounts for 0.06% of the portfolio, ranked #276.
Simplicity Solutions first reported a position in EMR in Q4 2015 and has held it in 33 quarters since. The position peaked at $7.93M in Q4 2020. 1,864 funds tracked by Wall St. Rank hold EMR as of Q4 2023.
- Simplicity Solutions held 23,885 shares of Emerson Electric worth $2.32M as of Q4 2023.
- Simplicity Solutions sold 437 Emerson Electric shares in Q4 2023, an estimated $40K.
- Emerson Electric made up 0.06% of Simplicity Solutions's portfolio in Q4 2023, its #276 holding.
- Simplicity Solutions first reported a position in Emerson Electric in Q4 2015 and has held it in 33 quarters since.
- Simplicity Solutions's Emerson Electric position peaked at $7.93M in Q4 2020.
- 1,864 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2023.
Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.