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SVA Wealth Management’s Emerson Electric EMR Stock Holding History

SVA Wealth Management’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
2020
Q4 		$2.5M Sell
31,118
-1,540
-5% -$115K 0.22% 83
2020
Q3 		$2.14M Buy
32,658
+239
+0.7% +$15.7K 0.21% 89
2020
Q2 		$2.01M Buy
32,419
+1,159
+4% +$65.8K 0.21% 86
2020
Q1 		$1.49M Buy
31,260
+24,906
+392% +$1.64M 0.17% 101
2019
Q4 		$485K Sell
6,354
-1,500
-19% -$108K 0.04% 153
2019
Q3 		$525K Sell
7,854
-1,756
-18% -$110K 0.05% 148
2019
Q2 		$641K Sell
9,610
-26,870
-74% -$1.8M 0.06% 137
2019
Q1 		$2.5M Sell
36,480
-1,435
-4% -$94.4K 0.24% 86
2018
Q4 		$2.27M Sell
37,915
-62
-0.2% -$4.18K 0.25% 87
2018
Q3 		$2.91M Sell
37,977
-2,824
-7% -$208K 0.3% 72
2018
Q2 		$2.82M Sell
40,801
-3,625
-8% -$255K 0.3% 70
2018
Q1 		$2.79M Buy
44,426
+546
+1% +$38.9K 0.35% 75
2017
Q4 		$3.06M Sell
43,880
-546
-1% -$35.4K 0.36% 74
2017
Q3 		$2.79M Sell
44,426
-780
-2% -$47K 0.35% 75
2017
Q2 		$2.69M Sell
45,206
-28
-0.1% -$1.66K 0.35% 75
2017
Q1 		$2.71M Sell
45,234
-46,568
-51% -$2.78M 0.37% 74
2016
Q4 		$5.12M Buy
91,802
+309
+0.3% +$16.6K 0.76% 39
2016
Q3 		$4.99M Sell
91,493
-1,948
-2% -$104K 0.78% 42
2016
Q2 		$4.87M Sell
93,441
-37,875
-29% -$2.01M 0.79% 38
2016
Q1 		$7.14M Buy
131,316
+1,585
+1% +$76.4K 1.18% 21
2015
Q4 		$6.21M Sell
129,731
-6,389
-5% -$304K 1.07% 26
2015
Q3 		$6.01M Buy
136,120
+10,154
+8% +$499K 1.12% 22
2015
Q2 		$6.98M Buy
125,966
+41,093
+48% +$2.41M 1.28% 17
2015
Q1 		$4.81M Buy
84,873
+69,392
+448% +$4.03M 0.88% 39
2014
Q4 		$956K Buy
15,481
+3,960
+34% +$248K 0.35% 74
2014
Q3 		$721K Buy
11,521
+803
+7% +$52.1K 0.31% 77
2014
Q2 		$711K Buy
10,718
+342
+3% +$23K 0.3% 75
2014
Q1 		$693K Buy
10,376
+2,984
+40% +$196K 0.33% 70
2013
Q4 		$519K Buy
+7,392
New +$494K 0.31% 79

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVA Wealth Management's EMR Position: Q4 2020 in Review

SVA Wealth Management reduced its Emerson Electric (EMR) stake by 4.7% in Q4 2020, selling an estimated $115K and leaving 31,118 shares worth $2.5M. The position accounts for 0.22% of the portfolio, ranked #83.

SVA Wealth Management first reported a position in EMR in Q4 2013 and has held it in 29 quarters since. The position peaked at $7.14M in Q1 2016. 1,592 funds tracked by Wall St. Rank hold EMR as of Q4 2020.

  • SVA Wealth Management held 31,118 shares of Emerson Electric worth $2.5M as of Q4 2020.
  • SVA Wealth Management sold 1,540 Emerson Electric shares in Q4 2020, an estimated $115K.
  • Emerson Electric made up 0.22% of SVA Wealth Management's portfolio in Q4 2020, its #83 holding.
  • SVA Wealth Management first reported a position in Emerson Electric in Q4 2013 and has held it in 29 quarters since.
  • SVA Wealth Management's Emerson Electric position peaked at $7.14M in Q1 2016.
  • 1,592 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.