UBV
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United Bank (Virginia)’s Emerson Electric EMR Stock Holding History

United Bank (Virginia)’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
Q1 		– Sell
-2,320
Closed -$223K – 164
2022
Q4 		$223K Sell
2,320
-2,814
-55% -$253K 0.03% 141
2022
Q3 		$375K Sell
5,134
-149,741
-97% -$12.4M 0.06% 113
2022
Q2 		$12.3M Buy
154,875
+533
+0.3% +$47K 1.85% 23
2022
Q1 		$15.1M Sell
154,342
-1,503
-1% -$142K 1.99% 18
2021
Q4 		$14.5M Buy
155,845
+230
+0.1% +$21.7K 1.78% 19
2021
Q3 		$14.7M Sell
155,615
-1,974
-1% -$197K 1.96% 19
2021
Q2 		$15.2M Sell
157,589
-2,569
-2% -$242K 2.04% 22
2021
Q1 		$14.4M Sell
160,158
-7,470
-4% -$643K 1.98% 21
2020
Q4 		$13.5M Buy
167,628
+4,029
+2% +$300K 2.02% 20
2020
Q3 		$10.7M Buy
163,599
+2,975
+2% +$196K 1.87% 23
2020
Q2 		$9.96M Buy
160,624
+17,309
+12% +$983K 1.81% 23
2020
Q1 		$6.83M Sell
143,315
-572
-0.4% -$37.7K 1.48% 26
2019
Q4 		$11M Sell
143,887
-4,893
-3% -$353K 1.9% 22
2019
Q3 		$9.95M Sell
148,780
-5,303
-3% -$333K 1.82% 24
2019
Q2 		$10.3M Buy
154,083
+22,886
+17% +$1.53M 1.72% 27
2019
Q1 		$8.98M Buy
131,197
+10,282
+9% +$676K 1.62% 26
2018
Q4 		$7.22M Buy
120,915
+3,660
+3% +$247K 1.5% 27
2018
Q3 		$8.98M Buy
117,255
+2,906
+3% +$214K 1.89% 23
2018
Q2 		$7.91M Buy
114,349
+2,565
+2% +$180K 1.83% 25
2018
Q1 		$7.63M Buy
111,784
+35,030
+46% +$2.49M 1.76% 26
2017
Q4 		$5.35M Buy
+76,754
New +$4.97M 1.31% 25

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

United Bank (Virginia)'s EMR Position: Q1 2023 in Review

United Bank (Virginia) sold out of Emerson Electric (EMR) in Q1 2023, closing a stake of 2,320 shares — an estimated $223K sold.

United Bank (Virginia) first reported a position in EMR in Q4 2017 and held it in 21 quarters. The position peaked at $15.2M in Q2 2021. 1,750 funds tracked by Wall St. Rank hold EMR as of Q1 2023.

  • United Bank (Virginia) reported no remaining Emerson Electric position as of Q1 2023 after selling out during the quarter.
  • United Bank (Virginia) sold 2,320 Emerson Electric shares in Q1 2023, an estimated $223K.
  • United Bank (Virginia) first reported a position in Emerson Electric in Q4 2017 and held it in 21 quarters.
  • United Bank (Virginia)'s Emerson Electric position peaked at $15.2M in Q2 2021.
  • 1,750 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2023.

Based on United Bank (Virginia)'s 13F filing for Q1 2023, filed 1 May 2023.