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UBS’s Emerson Electric EMR Stock Holding History

UBS’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
2014
Q3 		$398M Buy
6,361,594
+626,720
+11% +$40.7M 0.29% 65
2014
Q2 		$381M Buy
5,734,874
+738,435
+15% +$49.6M 0.3% 62
2014
Q1 		$334M Buy
4,996,439
+341,002
+7% +$22.4M 0.3% 62
2013
Q4 		$327M Buy
4,655,437
+249,221
+6% +$16.6M 0.31% 57
2013
Q3 		$285M Buy
4,406,216
+459,951
+12% +$28.1M 0.29% 59
2013
Q2 		$215M Buy
+3,946,265
New +$222M 0.26% 73

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS's EMR Position: Q3 2014 in Review

UBS increased its Emerson Electric (EMR) stake by 11% in Q3 2014, buying an estimated $40.7M and bringing the position to 6,361,594 shares worth $398M. The position accounts for 0.29% of the portfolio, ranked #65.

UBS first reported a position in EMR in Q2 2013 and has held it in 6 quarters since. 1,213 funds tracked by Wall St. Rank hold EMR as of Q3 2014.

  • UBS held 6,361,594 shares of Emerson Electric worth $398M as of Q3 2014.
  • UBS bought 626,720 Emerson Electric shares in Q3 2014, an estimated $40.7M.
  • Emerson Electric made up 0.29% of UBS's portfolio in Q3 2014, its #65 holding.
  • UBS first reported a position in Emerson Electric in Q2 2013 and has held it in 6 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.