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Winch Advisory Services’s Emerson Electric EMR Stock Holding History

Winch Advisory Services’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
Q4 		– Sell
-85
Closed -$6K – 435
2020
Q3 		$6K Buy
+85
New +$5.6K ﹤0.01% 251
2019
Q2 		– Sell
-46
Closed -$3K – 441
2019
Q1 		$3K Buy
+46
New +$3.02K ﹤0.01% 282
2015
Q4 		– Sell
-125
Closed -$6K – 264
2015
Q3 		$6K Buy
+125
New +$6.15K 0.01% 148

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Winch Advisory Services's EMR Position: Q4 2020 in Review

Winch Advisory Services sold out of Emerson Electric (EMR) in Q4 2020, closing a stake of 85 shares — an estimated $6K sold.

Winch Advisory Services first reported a position in EMR in Q3 2015 and held it in 3 quarters. The position peaked at $6K in Q3 2020. 1,594 funds tracked by Wall St. Rank hold EMR as of Q4 2020.

  • Winch Advisory Services reported no remaining Emerson Electric position as of Q4 2020 after selling out during the quarter.
  • Winch Advisory Services sold 85 Emerson Electric shares in Q4 2020, an estimated $6K.
  • Winch Advisory Services first reported a position in Emerson Electric in Q3 2015 and held it in 3 quarters.
  • Winch Advisory Services's Emerson Electric position peaked at $6K in Q3 2020.
  • 1,594 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2020.

Based on Winch Advisory Services's 13F filing for Q4 2020, filed 9 Feb 2021.