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Squar Milner Financial Services’s Emerson Electric EMR Stock Holding History

Squar Milner Financial 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
Q2 		– Sell
-2,472
Closed -$117K – 356
2020
Q1 		$117K Sell
2,472
-1,052
-30% -$69.3K 0.07% 233
2019
Q4 		$268K Buy
3,524
+463
+15% +$33.4K 0.13% 158
2019
Q3 		$201K Buy
3,061
+2,151
+236% +$135K 0.1% 213
2019
Q2 		$61K Buy
+910
New +$61K 0.04% 327

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Squar Milner Financial Services's EMR Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Emerson Electric (EMR) in Q2 2020, closing a stake of 2,472 shares — an estimated $117K sold.

Squar Milner Financial Services first reported a position in EMR in Q2 2019 and held it in 4 quarters. The position peaked at $268K in Q4 2019. 1,396 funds tracked by Wall St. Rank hold EMR as of Q2 2020.

  • Squar Milner Financial Services reported no remaining Emerson Electric position as of Q2 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 2,472 Emerson Electric shares in Q2 2020, an estimated $117K.
  • Squar Milner Financial Services first reported a position in Emerson Electric in Q2 2019 and held it in 4 quarters.
  • Squar Milner Financial Services's Emerson Electric position peaked at $268K in Q4 2019.
  • 1,396 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.