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Strategic Global Advisors’s Emerson Electric EMR Stock Holding History

Strategic Global 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
2022
Q4 		– Sell
-33,493
Closed -$2.45M – 142
2022
Q3 		$2.45M Sell
33,493
-1,307
-4% -$109K 0.41% 85
2022
Q2 		$2.77M Buy
34,800
+3,520
+11% +$310K 0.42% 85
2022
Q1 		$3.07M Buy
31,280
+1,288
+4% +$122K 0.45% 74
2021
Q4 		$2.79M Buy
29,992
+2,439
+9% +$230K 0.36% 86
2021
Q3 		$2.6M Buy
27,553
+6,190
+29% +$618K 0.38% 86
2021
Q2 		$2.06M Buy
21,363
+188
+0.9% +$17.7K 0.37% 95
2021
Q1 		$1.91M Buy
21,175
+202
+1% +$17.4K 0.34% 101
2020
Q4 		$1.69M Sell
20,973
-427
-2% -$31.7K 0.3% 101
2020
Q3 		$1.4M Buy
+21,400
New +$1.41M 0.26% 95

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Strategic Global Advisors's EMR Position: Q4 2022 in Review

Strategic Global Advisors sold out of Emerson Electric (EMR) in Q4 2022, closing a stake of 33,493 shares — an estimated $2.45M sold.

Strategic Global Advisors first reported a position in EMR in Q3 2020 and held it in 9 quarters. The position peaked at $3.07M in Q1 2022. 1,794 funds tracked by Wall St. Rank hold EMR as of Q4 2022.

  • Strategic Global Advisors reported no remaining Emerson Electric position as of Q4 2022 after selling out during the quarter.
  • Strategic Global Advisors sold 33,493 Emerson Electric shares in Q4 2022, an estimated $2.45M.
  • Strategic Global Advisors first reported a position in Emerson Electric in Q3 2020 and held it in 9 quarters.
  • Strategic Global Advisors's Emerson Electric position peaked at $3.07M in Q1 2022.
  • 1,794 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2022.

Based on Strategic Global Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.