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Win Advisors’s Emerson Electric EMR Stock Holding History

Win 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
2023
Q1 		– Sell
-240
Closed -$23.1K – 65
2022
Q4 		$23.1K Buy
240
+13
+6% +$1.17K 0.01% 80
2022
Q3 		$17K Sell
227
-6
-3% -$498 0.01% 71
2022
Q2 		$19K Buy
233
+85
+57% +$7.49K 0.04% 85
2022
Q1 		$15K Buy
+148
New +$14K ﹤0.01% 123

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Win Advisors's EMR Position: Q1 2023 in Review

Win Advisors sold out of Emerson Electric (EMR) in Q1 2023, closing a stake of 240 shares — an estimated $23.1K sold.

Win Advisors first reported a position in EMR in Q1 2022 and held it in 4 quarters. The position peaked at $23.1K in Q4 2022. 1,751 funds tracked by Wall St. Rank hold EMR as of Q1 2023.

  • Win Advisors reported no remaining Emerson Electric position as of Q1 2023 after selling out during the quarter.
  • Win Advisors sold 240 Emerson Electric shares in Q1 2023, an estimated $23.1K.
  • Win Advisors first reported a position in Emerson Electric in Q1 2022 and held it in 4 quarters.
  • Win Advisors's Emerson Electric position peaked at $23.1K in Q4 2022.
  • 1,751 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2023.

Based on Win Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.