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Sterling Financial Planning’s Emerson Electric EMR Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-150
Closed -$14K – 194
2021
Q3 		$14K Sell
150
-150
-50% -$15K 0.01% 289
2021
Q2 		$29K Hold
300
– – 0.02% 223
2021
Q1 		$27K Hold
300
– – 0.02% 205
2020
Q4 		$24K Buy
+300
New +$22.3K 0.02% 201

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Sterling Financial Planning's EMR Position: Q4 2021 in Review

Sterling Financial Planning sold out of Emerson Electric (EMR) in Q4 2021, closing a stake of 150 shares — an estimated $14K sold.

Sterling Financial Planning first reported a position in EMR in Q4 2020 and held it in 4 quarters. The position peaked at $29K in Q2 2021. 1,796 funds tracked by Wall St. Rank hold EMR as of Q4 2021.

  • Sterling Financial Planning reported no remaining Emerson Electric position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 150 Emerson Electric shares in Q4 2021, an estimated $14K.
  • Sterling Financial Planning first reported a position in Emerson Electric in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Emerson Electric position peaked at $29K in Q2 2021.
  • 1,796 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.