TIAM2
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Tru Independence Asset Management 2’s Emerson Electric EMR Stock Holding History

Tru Independence Asset Management 2’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
2021
Q3 		– Sell
-4,666
Closed -$449K – 112
2021
Q2 		$449K Sell
4,666
-210
-4% -$19.7K 0.31% 70
2021
Q1 		$440K Buy
4,876
+358
+8% +$30.8K 0.35% 68
2020
Q4 		$363K Buy
+4,518
New +$336K 0.31% 71

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Tru Independence Asset Management 2's EMR Position: Q3 2021 in Review

Tru Independence Asset Management 2 sold out of Emerson Electric (EMR) in Q3 2021, closing a stake of 4,666 shares — an estimated $449K sold.

Tru Independence Asset Management 2 first reported a position in EMR in Q4 2020 and held it in 3 quarters. The position peaked at $449K in Q2 2021. 1,687 funds tracked by Wall St. Rank hold EMR as of Q3 2021.

  • Tru Independence Asset Management 2 reported no remaining Emerson Electric position as of Q3 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 4,666 Emerson Electric shares in Q3 2021, an estimated $449K.
  • Tru Independence Asset Management 2 first reported a position in Emerson Electric in Q4 2020 and held it in 3 quarters.
  • Tru Independence Asset Management 2's Emerson Electric position peaked at $449K in Q2 2021.
  • 1,687 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q3 2021, filed 5 Nov 2021.