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WestHill Financial Advisors’s Emerson Electric EMR Stock Holding History

WestHill Financial Advisors’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
Q1 		– Sell
-3,231
Closed -$300K – 125
2021
Q4 		$300K Hold
3,231
– – 0.08% 50
2021
Q3 		$304K Buy
+3,231
New +$322K 0.09% 42
2021
Q1 		$292K Hold
3,231
– – 0.1% 41
2020
Q4 		$260K Buy
+3,231
New +$240K 0.1% 41

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WestHill Financial Advisors's EMR Position: Q1 2022 in Review

WestHill Financial Advisors sold out of Emerson Electric (EMR) in Q1 2022, closing a stake of 3,231 shares — an estimated $300K sold.

WestHill Financial Advisors first reported a position in EMR in Q4 2020 and held it in 4 quarters. The position peaked at $304K in Q3 2021. 1,794 funds tracked by Wall St. Rank hold EMR as of Q1 2022.

  • WestHill Financial Advisors reported no remaining Emerson Electric position as of Q1 2022 after selling out during the quarter.
  • WestHill Financial Advisors sold 3,231 Emerson Electric shares in Q1 2022, an estimated $300K.
  • WestHill Financial Advisors first reported a position in Emerson Electric in Q4 2020 and held it in 4 quarters.
  • WestHill Financial Advisors's Emerson Electric position peaked at $304K in Q3 2021.
  • 1,794 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2022.

Based on WestHill Financial Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.