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Strategic Wealth Management Group’s Emerson Electric EMR Stock Holding History

Strategic Wealth Management Group’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
Q2 		$295K Buy
3,069
+2
+0.1% +$188 0.11% 100
2021
Q1 		$277K Sell
3,067
-123
-4% -$10.6K 0.11% 111
2020
Q4 		$256K Sell
3,190
-11
-0.3% -$818 0.11% 105
2020
Q3 		$210K Buy
+3,201
New +$211K 0.1% 109
2020
Q1 		– Sell
-2,890
Closed -$220K – 93
2019
Q4 		$220K Buy
+2,890
New +$208K 0.14% 87

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Wealth Management Group's EMR Position: Q2 2021 in Review

Strategic Wealth Management Group increased its Emerson Electric (EMR) stake by 0.07% in Q2 2021, buying an estimated $188 and bringing the position to 3,069 shares worth $295K. The position accounts for 0.11% of the portfolio, ranked #100.

Strategic Wealth Management Group first reported a position in EMR in Q4 2019 and has held it in 5 quarters since. 1,697 funds tracked by Wall St. Rank hold EMR as of Q2 2021.

  • Strategic Wealth Management Group held 3,069 shares of Emerson Electric worth $295K as of Q2 2021.
  • Strategic Wealth Management Group bought 2 Emerson Electric shares in Q2 2021, an estimated $188.
  • Emerson Electric made up 0.11% of Strategic Wealth Management Group's portfolio in Q2 2021, its #100 holding.
  • Strategic Wealth Management Group first reported a position in Emerson Electric in Q4 2019 and has held it in 5 quarters since.
  • 1,697 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.