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Unigestion Holding’s Emerson Electric EMR Stock Holding History

Unigestion Holding’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
-3,797
Closed -$339K – 198
2023
Q2 		$339K Sell
3,797
-597
-14% -$50.2K 0.02% 207
2023
Q1 		$376K Hold
4,394
– – 0.02% 220
2022
Q4 		$423K Sell
4,394
-1,546
-26% -$139K 0.02% 209
2022
Q3 		$441K Sell
5,940
-1,926
-24% -$160K 0.03% 175
2022
Q2 		$626K Buy
+7,866
New +$693K 0.04% 165
2021
Q1 		– Sell
-8,810
Closed -$708K – 241
2020
Q4 		$708K Buy
+8,810
New +$655K 0.02% 168

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

Unigestion Holding's EMR Position: Q3 2023 in Review

Unigestion Holding sold out of Emerson Electric (EMR) in Q3 2023, closing a stake of 3,797 shares — an estimated $339K sold.

Unigestion Holding first reported a position in EMR in Q4 2020 and held it in 6 quarters. The position peaked at $708K in Q4 2020. 1,798 funds tracked by Wall St. Rank hold EMR as of Q3 2023.

  • Unigestion Holding reported no remaining Emerson Electric position as of Q3 2023 after selling out during the quarter.
  • Unigestion Holding sold 3,797 Emerson Electric shares in Q3 2023, an estimated $339K.
  • Unigestion Holding first reported a position in Emerson Electric in Q4 2020 and held it in 6 quarters.
  • Unigestion Holding's Emerson Electric position peaked at $708K in Q4 2020.
  • 1,798 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2023.

Based on Unigestion Holding's 13F filing for Q3 2023, filed 31 Oct 2023.