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Spearhead Capital Advisors’s Emerson Electric EMR Stock Holding History

Spearhead Capital 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
2021
Q3 		– Sell
-96,793
Closed -$9.31M – 190
2021
Q2 		$9.31M Buy
96,793
+829
+0.9% +$77.9K 1.27% 25
2021
Q1 		$8.66M Sell
95,964
-5,750
-6% -$495K 1.28% 30
2020
Q4 		$8.18M Buy
101,714
+7,293
+8% +$542K 1.3% 22
2020
Q3 		$6.19M Buy
94,421
+1,102
+1% +$72.6K 1.18% 30
2020
Q2 		$5.79M Buy
93,319
+5,776
+7% +$328K 1.24% 26
2020
Q1 		$4.17M Buy
87,543
+19,088
+28% +$1.26M 1.2% 46
2019
Q4 		$5.22M Buy
68,455
+2,835
+4% +$204K 1.3% 27
2019
Q3 		$4.39M Buy
65,620
+2,833
+5% +$178K 1.22% 42
2019
Q2 		$4.19M Buy
62,787
+4,160
+7% +$279K 1.23% 44
2019
Q1 		$4.01M Buy
58,627
+11,162
+24% +$734K 1.21% 35
2018
Q4 		$2.84M Sell
47,465
-2,618
-5% -$177K 1.22% 40
2018
Q3 		$3.9M Buy
50,083
+841
+2% +$62K 1.31% 23
2018
Q2 		$3.4M Buy
49,242
+3,560
+8% +$250K 1.22% 29
2018
Q1 		$3.12M Buy
45,682
+6,740
+17% +$480K 1.22% 31
2017
Q4 		$2.71M Buy
+38,942
New +$2.52M 1.32% 20

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Spearhead Capital Advisors's EMR Position: Q3 2021 in Review

Spearhead Capital Advisors sold out of Emerson Electric (EMR) in Q3 2021, closing a stake of 96,793 shares — an estimated $9.31M sold.

Spearhead Capital Advisors first reported a position in EMR in Q4 2017 and held it in 15 quarters. The position peaked at $9.31M in Q2 2021. 1,686 funds tracked by Wall St. Rank hold EMR as of Q3 2021.

  • Spearhead Capital Advisors reported no remaining Emerson Electric position as of Q3 2021 after selling out during the quarter.
  • Spearhead Capital Advisors sold 96,793 Emerson Electric shares in Q3 2021, an estimated $9.31M.
  • Spearhead Capital Advisors first reported a position in Emerson Electric in Q4 2017 and held it in 15 quarters.
  • Spearhead Capital Advisors's Emerson Electric position peaked at $9.31M in Q2 2021.
  • 1,686 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2021.

Based on Spearhead Capital Advisors's 13F filing for Q3 2021, filed 27 Oct 2021.