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Swarthmore Group’s Emerson Electric EMR Stock Holding History

Swarthmore 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
2019
Q1 		– Sell
-133,400
Closed -$7.97M – 27
2018
Q4 		$7.97M Hold
133,400
– – 2.08% 15
2018
Q3 		$10.2M Sell
133,400
-2,100
-2% -$155K 2.29% 13
2018
Q2 		$9.37M Hold
135,500
– – 2.26% 13
2018
Q1 		$9.26M Sell
135,500
-3,875
-3% -$276K 2.21% 11
2017
Q4 		$9.71M Sell
139,375
-1,475
-1% -$95.6K 2.07% 13
2017
Q3 		$8.85M Sell
140,850
-27,050
-16% -$1.63M 2.02% 14
2017
Q2 		$10M Sell
167,900
-125,225
-43% -$7.43M 2.31% 15
2017
Q1 		$17.5M Buy
+293,125
New +$17.5M 2.7% 16

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Swarthmore Group's EMR Position: Q1 2019 in Review

Swarthmore Group sold out of Emerson Electric (EMR) in Q1 2019, closing a stake of 133,400 shares — an estimated $7.97M sold.

Swarthmore Group first reported a position in EMR in Q1 2017 and held it in 8 quarters. The position peaked at $17.5M in Q1 2017. 1,459 funds tracked by Wall St. Rank hold EMR as of Q1 2019.

  • Swarthmore Group reported no remaining Emerson Electric position as of Q1 2019 after selling out during the quarter.
  • Swarthmore Group sold 133,400 Emerson Electric shares in Q1 2019, an estimated $7.97M.
  • Swarthmore Group first reported a position in Emerson Electric in Q1 2017 and held it in 8 quarters.
  • Swarthmore Group's Emerson Electric position peaked at $17.5M in Q1 2017.
  • 1,459 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2019.

Based on Swarthmore Group's 13F filing for Q1 2019, filed 24 Apr 2019.