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tru Independence’s Emerson Electric EMR Stock Holding History

tru Independence’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
Q1 		– Sell
-736
Closed -$59 – 418
2020
Q4 		$59 Buy
736
+226
+44% +$16.8K ﹤0.01% 478
2020
Q3 		$33K Sell
510
-308
-38% -$20.3K 0.01% 229
2020
Q2 		$51 Hold
818
– – 0.01% 373
2020
Q1 		$39 Hold
818
– – 0.01% 321
2019
Q4 		$39K Buy
+818
New +$58.9K 0.01% 400

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

tru Independence's EMR Position: Q1 2021 in Review

tru Independence sold out of Emerson Electric (EMR) in Q1 2021, closing a stake of 736 shares — an estimated $59 sold.

tru Independence first reported a position in EMR in Q4 2019 and held it in 5 quarters. The position peaked at $39K in Q4 2019. 1,685 funds tracked by Wall St. Rank hold EMR as of Q1 2021.

  • tru Independence reported no remaining Emerson Electric position as of Q1 2021 after selling out during the quarter.
  • tru Independence sold 736 Emerson Electric shares in Q1 2021, an estimated $59.
  • tru Independence first reported a position in Emerson Electric in Q4 2019 and held it in 5 quarters.
  • tru Independence's Emerson Electric position peaked at $39K in Q4 2019.
  • 1,685 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2021.

Based on tru Independence's 13F filing for Q1 2021, filed 20 May 2021.