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EMR icon

Surevest’s Emerson Electric EMR Stock Holding History

Surevest’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
Q3 		$3.2M Buy
43,727
+349
+0.8% +$29K 0.87% 46
2022
Q2 		$3.45M Buy
43,378
+1,128
+3% +$99.4K 0.9% 45
2022
Q1 		$4.14M Sell
42,250
-8,655
-17% -$819K 1% 32
2021
Q4 		$4.73M Sell
50,905
-1,103
-2% -$104K 1.12% 40
2021
Q3 		$4.9M Buy
52,008
+2,319
+5% +$231K 1.24% 25
2021
Q2 		$4.78M Sell
49,689
-4,301
-8% -$404K 1.25% 29
2021
Q1 		$4.87M Sell
53,990
-3,583
-6% -$308K 1.47% 19
2020
Q4 		$4.63M Sell
57,573
-437
-0.8% -$32.5K 1.54% 17
2020
Q3 		$3.8M Buy
58,010
+2,544
+5% +$168K 1.5% 22
2020
Q2 		$3.44M Buy
55,466
+5,342
+11% +$303K 1.52% 19
2020
Q1 		$2.39M Buy
50,124
+22,256
+80% +$1.47M 1.3% 35
2019
Q4 		$2.13M Buy
27,868
+7,199
+35% +$519K 0.91% 46
2019
Q3 		$1.38M Buy
20,669
+2,802
+16% +$176K 0.68% 65
2019
Q2 		$1.19M Buy
17,867
+8,194
+85% +$549K 0.62% 70
2019
Q1 		$662K Buy
9,673
+5,566
+136% +$366K 0.41% 80
2018
Q4 		$245K Buy
+4,107
New +$277K 0.19% 116

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Surevest's EMR Position: Q3 2022 in Review

Surevest increased its Emerson Electric (EMR) stake by 0.8% in Q3 2022, buying an estimated $29K and bringing the position to 43,727 shares worth $3.2M. The position accounts for 0.87% of the portfolio, ranked #46.

Surevest first reported a position in EMR in Q4 2018 and has held it in 16 quarters since. The position peaked at $4.9M in Q3 2021. 1,679 funds tracked by Wall St. Rank hold EMR as of Q3 2022.

  • Surevest held 43,727 shares of Emerson Electric worth $3.2M as of Q3 2022.
  • Surevest bought 349 Emerson Electric shares in Q3 2022, an estimated $29K.
  • Emerson Electric made up 0.87% of Surevest's portfolio in Q3 2022, its #46 holding.
  • Surevest first reported a position in Emerson Electric in Q4 2018 and has held it in 16 quarters since.
  • Surevest's Emerson Electric position peaked at $4.9M in Q3 2021.
  • 1,679 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.