Wagner Wealth Management (South Carolina)’s Emerson Electric EMR Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-700	Closed	-$51K	–	378
2022 Q3	$51K	Hold	700	–	–	0.04%	205
2022 Q2	$56K	Buy	+700	New	+$61.7K	0.04%	191
2022 Q1	–	Sell	-400	Closed	-$37K	–	344
2021 Q4	$37K	Buy	400 +81	+25%	+$7.63K	0.03%	299
2021 Q3	$31K	Buy	319 +47	+17%	+$4.69K	0.02%	309
2021 Q2	$26K	Hold	272	–	–	0.02%	348
2021 Q1	$25K	Buy	+272	New	+$23.4K	0.02%	325
2018 Q3	$8K	Buy	+109	New	+$8.04K	0.01%	440

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s EMR Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Emerson Electric (EMR) in Q4 2022, closing a stake of 700 shares — an estimated $51K sold.

Wagner Wealth Management (South Carolina) first reported a position in EMR in Q3 2018 and held it in 7 quarters. The position peaked at $56K in Q2 2022. 1,794 funds tracked by Wall St. Rank hold EMR as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Emerson Electric position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 700 Emerson Electric shares in Q4 2022, an estimated $51K.
Wagner Wealth Management (South Carolina) first reported a position in Emerson Electric in Q3 2018 and held it in 7 quarters.
Wagner Wealth Management (South Carolina)'s Emerson Electric position peaked at $56K in Q2 2022.
1,794 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.