TCI Wealth Advisors’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,033
| Closed | -$90K | – | 818 |
|
|
2023
Q1 | $90K | Sell |
1,033
-11
| -1% | -$961 | 0.01% | 297 |
|
|
2022
Q4 | $100K | Sell |
1,044
-195
| -16% | -$17.5K | 0.01% | 265 |
|
|
2022
Q3 | $91K | Buy |
1,239
+690
| +126% | +$57.3K | 0.01% | 259 |
|
|
2022
Q2 | $44K | Buy |
549
+33
| +6% | +$2.91K | 0.01% | 402 |
|
|
2022
Q1 | $50K | Hold |
516
| – | – | 0.01% | 405 |
|
|
2021
Q4 | $48K | Hold |
516
| – | – | 0.01% | 426 |
|
|
2021
Q3 | $49K | Buy |
516
+95
| +23% | +$9.48K | 0.01% | 429 |
|
|
2021
Q2 | $41K | Buy |
421
+13
| +3% | +$1.22K | 0.01% | 443 |
|
|
2021
Q1 | $37K | Buy |
408
+86
| +27% | +$7.4K | 0.02% | 427 |
|
|
2020
Q4 | $26K | Sell |
322
-1,046
| -76% | -$77.8K | 0.01% | 446 |
|
|
2020
Q3 | $90K | Buy |
1,368
+34
| +3% | +$2.24K | 0.04% | 223 |
|
|
2020
Q2 | $83K | Sell |
1,334
-136
| -9% | -$7.72K | 0.04% | 234 |
|
|
2020
Q1 | $70K | Buy |
1,470
+22
| +2% | +$1.45K | 0.03% | 253 |
|
|
2019
Q4 | $110K | Buy |
1,448
+86
| +6% | +$6.2K | 0.04% | 245 |
|
|
2019
Q3 | $91K | Sell |
1,362
-63
| -4% | -$3.96K | 0.04% | 228 |
|
|
2019
Q2 | $95K | Sell |
1,425
-185
| -11% | -$12.4K | 0.04% | 217 |
|
|
2019
Q1 | $110K | Buy |
1,610
+85
| +6% | +$5.59K | 0.05% | 225 |
|
|
2018
Q4 | $91K | Sell |
1,525
-1,019
| -40% | -$68.7K | 0.04% | 227 |
|
|
2018
Q3 | $195K | Sell |
2,544
-4
| -0.2% | -$295 | 0.08% | 151 |
|
|
2018
Q2 | $176K | Buy |
2,548
+95
| +4% | +$6.68K | 0.08% | 154 |
|
|
2018
Q1 | $168K | Buy |
2,453
+51
| +2% | +$3.63K | 0.08% | 155 |
|
|
2017
Q4 | $167K | Sell |
2,402
-42
| -2% | -$2.72K | 0.07% | 171 |
|
|
2017
Q3 | $154K | Sell |
2,444
-185
| -7% | -$11.2K | 0.08% | 167 |
|
|
2017
Q2 | $157K | Buy |
2,629
+185
| +8% | +$11K | 0.08% | 159 |
|
|
2017
Q1 | $146K | Sell |
2,444
-80
| -3% | -$4.78K | 0.08% | 170 |
|
|
2016
Q4 | $141K | Hold |
2,524
| – | – | 0.07% | 181 |
|
|
2016
Q3 | $138K | Hold |
2,524
| – | – | 0.08% | 171 |
|
|
2016
Q2 | $132K | Buy |
2,524
+1,200
| +91% | +$63.7K | 0.07% | 167 |
|
|
2016
Q1 | $72K | Buy |
1,324
+20
| +2% | +$965 | 0.04% | 245 |
|
|
2015
Q4 | $62K | Hold |
1,304
| – | – | 0.03% | 272 |
|
|
2015
Q3 | $58K | Sell |
1,304
-32
| -2% | -$1.57K | 0.04% | 263 |
|
|
2015
Q2 | $74K | Sell |
1,336
-153
| -10% | -$8.99K | 0.04% | 229 |
|
|
2015
Q1 | $84K | Hold |
1,489
| – | – | 0.05% | 189 |
|
|
2014
Q4 | $92K | Hold |
1,489
| – | – | 0.06% | 187 |
|
|
2014
Q3 | $93K | Buy |
1,489
+153
| +11% | +$9.94K | 0.06% | 175 |
|
|
2014
Q2 | $89K | Hold |
1,336
| – | – | 0.05% | 186 |
|
|
2014
Q1 | $89K | Hold |
1,336
| – | – | 0.06% | 175 |
|
|
2013
Q4 | $94K | Hold |
1,336
| – | – | 0.06% | 169 |
|
|
2013
Q3 | $86K | Hold |
1,336
| – | – | 0.07% | 163 |
|
|
2013
Q2 | $73K | Buy |
+1,336
| New | +$75.1K | 0.06% | 184 |
|
Other funds holding EMR
TCI Wealth Advisors's EMR Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Emerson Electric (EMR) in Q2 2023, closing a stake of 1,033 shares — an estimated $90K sold.
TCI Wealth Advisors first reported a position in EMR in Q2 2013 and held it in 40 quarters. The position peaked at $195K in Q3 2018. 1,781 funds tracked by Wall St. Rank hold EMR as of Q2 2023.
- TCI Wealth Advisors reported no remaining Emerson Electric position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 1,033 Emerson Electric shares in Q2 2023, an estimated $90K.
- TCI Wealth Advisors first reported a position in Emerson Electric in Q2 2013 and held it in 40 quarters.
- TCI Wealth Advisors's Emerson Electric position peaked at $195K in Q3 2018.
- 1,781 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.