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Wheatland Advisors’s Emerson Electric EMR Stock Holding History

Wheatland 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
2020
Q2 		$226K Buy
+3,650
New +$207K 0.94% 36
2020
Q1 		– Sell
-6,350
Closed -$484K – 56
2019
Q4 		$484K Sell
6,350
-4,000
-39% -$288K 0.62% 58
2019
Q3 		$692K Sell
10,350
-2,050
-17% -$129K 0.63% 55
2019
Q2 		$827K Sell
12,400
-300
-2% -$20.1K 0.62% 53
2019
Q1 		$870K Hold
12,700
– – 0.66% 51
2018
Q4 		$759K Hold
12,700
– – 0.66% 48
2018
Q3 		$973K Hold
12,700
– – 0.73% 46
2018
Q2 		$878K Hold
12,700
– – 0.71% 50
2018
Q1 		$867K Hold
12,700
– – 0.72% 50
2017
Q4 		$885K Hold
12,700
– – 0.72% 51
2017
Q3 		$798K Sell
12,700
-600
-5% -$36.2K 0.68% 49
2017
Q2 		$793K Sell
13,300
-800
-6% -$47.4K 0.71% 51
2017
Q1 		$844K Sell
14,100
-300
-2% -$17.9K 0.75% 49
2016
Q4 		$803K Sell
14,400
-200
-1% -$10.8K 0.71% 50
2016
Q3 		$796K Hold
14,600
– – 0.75% 49
2016
Q2 		$762K Sell
14,600
-300
-2% -$15.9K 0.73% 49
2016
Q1 		$810K Hold
14,900
– – 0.83% 42
2015
Q4 		$713K Sell
14,900
-500
-3% -$23.8K 0.73% 50
2015
Q3 		$680K Sell
15,400
-200
-1% -$9.84K 0.74% 49
2015
Q2 		$865K Buy
+15,600
New +$917K 0.83% 44

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wheatland Advisors's EMR Position: Q2 2020 in Review

Wheatland Advisors opened a new position in Emerson Electric (EMR) in Q2 2020: 3,650 shares worth $226K. The stake represents 0.94% of the portfolio and ranks #36 among its holdings. This is a return to the name: Wheatland Advisors previously reported a position in EMR as recently as Q4 2019.

Wheatland Advisors first reported a position in EMR in Q2 2015 and has held it in 20 quarters since. The position peaked at $973K in Q3 2018. 1,395 funds tracked by Wall St. Rank hold EMR as of Q2 2020.

  • Wheatland Advisors held 3,650 shares of Emerson Electric worth $226K as of Q2 2020.
  • Emerson Electric was a new Wheatland Advisors position in Q2 2020.
  • Emerson Electric made up 0.94% of Wheatland Advisors's portfolio in Q2 2020, its #36 holding.
  • Wheatland Advisors first reported a position in Emerson Electric in Q2 2015 and has held it in 20 quarters since.
  • Wheatland Advisors's Emerson Electric position peaked at $973K in Q3 2018.
  • 1,395 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2020.

Based on Wheatland Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.