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TD Ameritrade Investment Management’s Emerson Electric EMR Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-127
Closed -$11K – 138
2023
Q2 		$11K Sell
127
-75
-37% -$6.31K ﹤0.01% 342
2023
Q1 		$18K Buy
202
+60
+42% +$5.24K ﹤0.01% 319
2022
Q4 		$14K Sell
142
-443
-76% -$39.8K ﹤0.01% 354
2022
Q3 		$43K Buy
585
+429
+275% +$35.6K ﹤0.01% 279
2022
Q2 		$12K Sell
156
-18
-10% -$1.59K ﹤0.01% 417
2022
Q1 		$17K Sell
174
-25
-13% -$2.37K ﹤0.01% 433
2021
Q4 		$19K Sell
199
-789
-80% -$74.3K ﹤0.01% 419
2021
Q3 		$65K Buy
988
+809
+452% +$80.7K ﹤0.01% 299
2021
Q2 		$17K Sell
179
-96
-35% -$9.03K ﹤0.01% 411
2021
Q1 		$22K Hold
275
– – ﹤0.01% 394
2020
Q4 		$22K Sell
275
-713
-72% -$53K ﹤0.01% 394
2020
Q3 		$65K Buy
988
+603
+157% +$39.7K ﹤0.01% 299
2020
Q2 		$24K Buy
385
+217
+129% +$12.3K ﹤0.01% 368
2020
Q1 		$8K Buy
168
+136
+425% +$8.96K ﹤0.01% 437
2019
Q4 		$2K Hold
32
– – ﹤0.01% 568
2019
Q3 		$2K Sell
32
-4
-11% -$251 ﹤0.01% 592
2019
Q2 		$2K Hold
36
– – ﹤0.01% 565
2019
Q1 		$2K Hold
36
– – ﹤0.01% 513
2018
Q4 		$2K Sell
36
-19
-35% -$1.28K ﹤0.01% 529
2018
Q3 		$4K Buy
55
+19
+53% +$1.4K ﹤0.01% 414
2018
Q2 		$2K Buy
+36
New +$2.53K ﹤0.01% 348

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TD Ameritrade Investment Management's EMR Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Emerson Electric (EMR) in Q3 2023, closing a stake of 127 shares — an estimated $11K sold.

TD Ameritrade Investment Management first reported a position in EMR in Q2 2018 and held it in 21 quarters. The position peaked at $65K in Q3 2021. 1,798 funds tracked by Wall St. Rank hold EMR as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Emerson Electric position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 127 Emerson Electric shares in Q3 2023, an estimated $11K.
  • TD Ameritrade Investment Management first reported a position in Emerson Electric in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Emerson Electric position peaked at $65K in Q3 2021.
  • 1,798 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.