Westshore Wealth’s Emerson Electric EMR Stock Holding History

Westshore Wealth’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 Q3	–	Sell	-3,643	Closed	-$290K	–	96
2022 Q2	$290K	Buy	+3,643	New	+$321K	0.19%	61

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Westshore Wealth's EMR Position: Q3 2022 in Review

Westshore Wealth sold out of Emerson Electric (EMR) in Q3 2022, closing a stake of 3,643 shares — an estimated $290K sold.

Westshore Wealth first reported a position in EMR in Q2 2022 and held it in 1 quarter. The position peaked at $290K in Q2 2022. 1,680 funds tracked by Wall St. Rank hold EMR as of Q3 2022.

Westshore Wealth reported no remaining Emerson Electric position as of Q3 2022 after selling out during the quarter.
Westshore Wealth sold 3,643 Emerson Electric shares in Q3 2022, an estimated $290K.
Westshore Wealth first reported a position in Emerson Electric in Q2 2022 and held it in 1 quarter.
Westshore Wealth's Emerson Electric position peaked at $290K in Q2 2022.
1,680 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2022.

Based on Westshore Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.