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Waverton Investment Management’s Emerson Electric EMR Stock Holding History

Waverton Investment Management’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
2019
Q1 		– Sell
-112,650
Closed -$7.41M – 75
2018
Q4 		$6.73M Buy
+112,650
New +$7.6M 0.41% 26
2015
Q1 		– Sell
-49,080
Closed -$3.03M – 94
2014
Q4 		$3.03M Sell
49,080
-1,320
-3% -$82.7K 0.21% 57
2014
Q3 		$3.15M Hold
50,400
– – 0.22% 62
2014
Q2 		$3.35M Hold
50,400
– – 0.22% 60
2014
Q1 		$3.37M Buy
50,400
+560
+1% +$36.9K 0.16% 107
2013
Q4 		$3.5M Sell
49,840
-2,160
-4% -$144K 0.18% 98
2013
Q3 		$3.36M Sell
52,000
-650
-1% -$39.8K 0.2% 85
2013
Q2 		$2.87M Buy
+52,650
New +$2.96M 0.25% 45

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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Waverton Investment Management's EMR Position: Q1 2019 in Review

Waverton Investment Management sold out of Emerson Electric (EMR) in Q1 2019, closing a stake of 112,650 shares — an estimated $7.41M sold.

Waverton Investment Management first reported a position in EMR in Q2 2013 and held it in 8 quarters. The position peaked at $6.73M in Q4 2018. 1,458 funds tracked by Wall St. Rank hold EMR as of Q1 2019.

  • Waverton Investment Management reported no remaining Emerson Electric position as of Q1 2019 after selling out during the quarter.
  • Waverton Investment Management sold 112,650 Emerson Electric shares in Q1 2019, an estimated $7.41M.
  • Waverton Investment Management first reported a position in Emerson Electric in Q2 2013 and held it in 8 quarters.
  • Waverton Investment Management's Emerson Electric position peaked at $6.73M in Q4 2018.
  • 1,458 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2019.

Based on Waverton Investment Management's 13F filing for Q1 2019, filed 18 Apr 2019.