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Wellesley Investment Partners’s Emerson Electric EMR Stock Holding History

Wellesley Investment Partners’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
2020
Q1 		– Sell
-3,135
Closed -$239K – 106
2019
Q4 		$239K Hold
3,135
– – 0.07% 106
2019
Q3 		$210K Hold
3,135
– – 0.07% 105
2019
Q2 		$209K Hold
3,135
– – 0.07% 102
2019
Q1 		$214K Buy
+3,135
New +$206K 0.07% 117
2018
Q4 		– Sell
-3,335
Closed -$255K – 121
2018
Q3 		$255K Hold
3,335
– – 0.08% 117
2018
Q2 		$230K Hold
3,335
– – 0.08% 124
2018
Q1 		$227K Buy
3,335
+175
+6% +$12.5K 0.08% 118
2017
Q4 		$220K Buy
+3,160
New +$205K 0.08% 119
2017
Q3 		– Sell
-3,360
Closed -$200K – 120
2017
Q2 		$200K Sell
3,360
-425
-11% -$25.2K 0.08% 119
2017
Q1 		$226K Sell
3,785
-385
-9% -$23K 0.1% 103
2016
Q4 		$232K Sell
4,170
-1,025
-20% -$55.1K 0.11% 97
2016
Q3 		$283K Sell
5,195
-256
-5% -$13.7K 0.15% 84
2016
Q2 		$284K Hold
5,451
– – 0.15% 81
2016
Q1 		$296K Buy
+5,451
New +$263K 0.18% 78

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellesley Investment Partners's EMR Position: Q1 2020 in Review

Wellesley Investment Partners sold out of Emerson Electric (EMR) in Q1 2020, closing a stake of 3,135 shares — an estimated $239K sold.

Wellesley Investment Partners first reported a position in EMR in Q1 2016 and held it in 14 quarters. The position peaked at $296K in Q1 2016. 1,346 funds tracked by Wall St. Rank hold EMR as of Q1 2020.

  • Wellesley Investment Partners reported no remaining Emerson Electric position as of Q1 2020 after selling out during the quarter.
  • Wellesley Investment Partners sold 3,135 Emerson Electric shares in Q1 2020, an estimated $239K.
  • Wellesley Investment Partners first reported a position in Emerson Electric in Q1 2016 and held it in 14 quarters.
  • Wellesley Investment Partners's Emerson Electric position peaked at $296K in Q1 2016.
  • 1,346 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2020.

Based on Wellesley Investment Partners's 13F filing for Q1 2020, filed 11 May 2020.