Whitegate Investment Counselors’s Emerson Electric EMR Stock Holding History

Whitegate Investment Counselors’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
2021 Q4	–	Sell	-13,840	Closed	-$1.3M	–	110
2021 Q3	$1.3M	Hold	13,840	–	–	0.19%	100
2021 Q2	$1.33M	Buy	13,840 +30	+0.2%	+$2.82K	0.19%	98
2021 Q1	$1.25M	Hold	13,810	–	–	0.19%	100
2020 Q4	$1.11M	Hold	13,810	–	–	0.18%	101
2020 Q3	$906K	Hold	13,810	–	–	0.17%	108
2020 Q2	$857K	Buy	13,810 +870	+7%	+$49.4K	0.17%	106
2020 Q1	$617K	Buy	12,940 +225	+2%	+$14.8K	0.15%	114
2019 Q4	$970K	Buy	12,715 +1,075	+9%	+$77.5K	0.18%	106
2019 Q3	$778K	Buy	11,640 +1,150	+11%	+$72.3K	0.15%	114
2019 Q2	$700K	Buy	10,490 +1,375	+15%	+$92.1K	0.14%	120
2019 Q1	$624K	Buy	+9,115	New	+$599K	0.13%	123
2016 Q4	–	Sell	-4,410	Closed	-$240K	–	161
2016 Q3	$240K	Sell	4,410 -1,250	-22%	-$67K	0.07%	142
2016 Q2	$295K	Buy	+5,660	New	+$301K	0.08%	131
2014 Q1	$215K	Buy	+3,960	New	+$261K	0.06%	140

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Whitegate Investment Counselors's EMR Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Emerson Electric (EMR) in Q4 2021, closing a stake of 13,840 shares — an estimated $1.3M sold.

Whitegate Investment Counselors first reported a position in EMR in Q1 2014 and held it in 14 quarters. The position peaked at $1.33M in Q2 2021. 1,796 funds tracked by Wall St. Rank hold EMR as of Q4 2021.

Whitegate Investment Counselors reported no remaining Emerson Electric position as of Q4 2021 after selling out during the quarter.
Whitegate Investment Counselors sold 13,840 Emerson Electric shares in Q4 2021, an estimated $1.3M.
Whitegate Investment Counselors first reported a position in Emerson Electric in Q1 2014 and held it in 14 quarters.
Whitegate Investment Counselors's Emerson Electric position peaked at $1.33M in Q2 2021.
1,796 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.