Sun Life Financial’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-352
| Closed | -$32K | – | 210 |
|
|
2021
Q1 | $32K | Sell |
352
-2
| -0.6% | -$172 | ﹤0.01% | 211 |
|
|
2020
Q4 | $28K | Hold |
354
| – | – | ﹤0.01% | 211 |
|
|
2020
Q3 | $23K | Sell |
354
-10
| -3% | -$659 | ﹤0.01% | 225 |
|
|
2020
Q2 | $23K | Buy |
364
+7
| +2% | +$398 | ﹤0.01% | 202 |
|
|
2020
Q1 | $17K | Sell |
357
-7
| -2% | -$461 | ﹤0.01% | 206 |
|
|
2019
Q4 | $28K | Sell |
364
-139
| -28% | -$10K | 0.01% | 188 |
|
|
2019
Q3 | $34K | Buy |
503
+6
| +1% | +$377 | 0.01% | 337 |
|
|
2019
Q2 | $33K | Sell |
497
-551
| -53% | -$36.9K | 0.01% | 332 |
|
|
2019
Q1 | $72K | Sell |
1,048
-689
| -40% | -$45.3K | 0.02% | 312 |
|
|
2018
Q4 | $104K | Buy |
1,737
+9
| +0.5% | +$607 | 0.02% | 287 |
|
|
2018
Q3 | $132K | Buy |
1,728
+22
| +1% | +$1.62K | 0.02% | 298 |
|
|
2018
Q2 | $118K | Buy |
1,706
+1,508
| +762% | +$106K | 0.02% | 299 |
|
|
2018
Q1 | $2.89K | Sell |
198
-20,353
| -99% | -$1.45M | 0.03% | 176 |
|
|
2017
Q4 | $1.43M | Buy |
20,551
+10,373
| +102% | +$672K | 0.15% | 74 |
|
|
2017
Q3 | $640K | Buy |
10,178
+2,226
| +28% | +$134K | 0.06% | 107 |
|
|
2017
Q2 | $474K | Buy |
7,952
+7,742
| +3,687% | +$459K | 0.05% | 128 |
|
|
2017
Q1 | $3.5K | Sell |
210
-2
| -0.9% | -$119 | 0.01% | 95 |
|
|
2016
Q4 | $3.8K | Sell |
212
-2,377
| -92% | -$128K | 0.04% | 56 |
|
|
2016
Q3 | $141K | Sell |
2,589
-3,785
| -59% | -$203K | 0.02% | 83 |
|
|
2016
Q2 | $332K | Sell |
6,374
-3,952
| -38% | -$210K | 0.04% | 99 |
|
|
2016
Q1 | $562 | Sell |
10,326
-3,753
| -27% | -$181K | ﹤0.01% | 131 |
|
|
2015
Q4 | $673K | Sell |
14,079
-4,560
| -24% | -$217K | 0.09% | 82 |
|
|
2015
Q3 | $823K | Sell |
18,639
-10,283
| -36% | -$506K | 0.18% | 70 |
|
|
2015
Q2 | $1.6M | Hold |
28,922
| – | – | 0.17% | 73 |
|
|
2015
Q1 | $1.64M | Sell |
28,922
-6,288
| -18% | -$365K | 0.17% | 73 |
|
|
2014
Q4 | $2.17M | Sell |
35,210
-4,939
| -12% | -$309K | 0.23% | 68 |
|
|
2014
Q3 | $2.51M | Sell |
40,149
-8,188
| -17% | -$532K | 0.26% | 67 |
|
|
2014
Q2 | $3.21M | Sell |
48,337
-4,752
| -9% | -$319K | 0.33% | 66 |
|
|
2014
Q1 | $3.55M | Sell |
53,089
-25,935
| -33% | -$1.71M | 0.36% | 65 |
|
|
2013
Q4 | $5.55M | Sell |
79,024
-22,934
| -22% | -$1.53M | 0.49% | 58 |
|
|
2013
Q3 | $6.6M | Sell |
101,958
-6,068
| -6% | -$371K | 0.59% | 47 |
|
|
2013
Q2 | $5.89M | Buy |
+108,026
| New | +$6.07M | 0.5% | 62 |
|
Other funds holding EMR
Sun Life Financial's EMR Position: Q2 2021 in Review
Sun Life Financial sold out of Emerson Electric (EMR) in Q2 2021, closing a stake of 352 shares — an estimated $32K sold.
Sun Life Financial first reported a position in EMR in Q2 2013 and held it in 32 quarters. The position peaked at $6.6M in Q3 2013. 1,697 funds tracked by Wall St. Rank hold EMR as of Q2 2021.
- Sun Life Financial reported no remaining Emerson Electric position as of Q2 2021 after selling out during the quarter.
- Sun Life Financial sold 352 Emerson Electric shares in Q2 2021, an estimated $32K.
- Sun Life Financial first reported a position in Emerson Electric in Q2 2013 and held it in 32 quarters.
- Sun Life Financial's Emerson Electric position peaked at $6.6M in Q3 2013.
- 1,697 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2021.
Based on Sun Life Financial's 13F filing for Q2 2021, filed 10 Aug 2021.