WEC
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Winslow Evans & Crocker’s Emerson Electric EMR Stock Holding History

Winslow Evans & Crocker’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 		$1.61M Buy
20,039
+2,570
+15% +$191K 0.31% 75
2020
Q3 		$1.15M Buy
17,469
+30
+0.2% +$1.98K 0.28% 76
2020
Q2 		$1.08M Buy
17,439
+3,299
+23% +$187K 0.29% 76
2020
Q1 		$676K Sell
14,140
-94
-0.7% -$6.19K 0.22% 93
2019
Q4 		$1.09M Buy
14,234
+50
+0.4% +$3.6K 0.28% 85
2019
Q3 		$950K Buy
14,184
+50
+0.4% +$3.14K 0.27% 86
2019
Q2 		$946K Hold
14,134
– – 0.26% 88
2019
Q1 		$970K Hold
14,134
– – 0.28% 85
2018
Q4 		$846K Hold
14,134
– – 0.28% 81
2018
Q3 		$1.09M Hold
14,134
– – 0.33% 74
2018
Q2 		$978K Hold
14,134
– – 0.31% 78
2018
Q1 		$965K Sell
14,134
-100
-0.7% -$7.12K 0.31% 76
2017
Q4 		$992K Sell
14,234
-1,650
-10% -$107K 0.32% 75
2017
Q3 		$998K Sell
15,884
-5,604
-26% -$338K 0.33% 68
2017
Q2 		$1.28M Buy
21,488
+7,800
+57% +$462K 0.35% 67
2017
Q1 		$819K Sell
13,688
-912
-6% -$54.4K 0.26% 83
2016
Q4 		$814K Sell
14,600
-4,504
-24% -$242K 0.25% 89
2016
Q3 		$1.04M Sell
19,104
-200
-1% -$10.7K 0.3% 74
2016
Q2 		$1.01M Sell
19,304
-244
-1% -$13K 0.3% 78
2016
Q1 		$1.06M Sell
19,548
-500
-2% -$24.1K 0.32% 75
2015
Q4 		$959K Buy
20,048
+4,750
+31% +$226K 0.27% 84
2015
Q3 		$676K Buy
15,298
+2,700
+21% +$133K 0.21% 108
2015
Q2 		$698K Sell
12,598
-2,598
-17% -$153K 0.2% 119
2015
Q1 		$860K Buy
15,196
+1,534
+11% +$89.2K 0.24% 93
2014
Q4 		$843K Hold
13,662
– – 0.24% 93
2014
Q3 		$855K Buy
13,662
+857
+7% +$55.6K 0.25% 104
2014
Q2 		$850K Buy
12,805
+550
+4% +$37K 0.28% 100
2014
Q1 		$819K Hold
12,255
– – 0.28% 86
2013
Q4 		$861K Buy
+12,255
New +$819K 0.29% 87

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winslow Evans & Crocker's EMR Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Emerson Electric (EMR) stake by 15% in Q4 2020, buying an estimated $191K and bringing the position to 20,039 shares worth $1.61M. The position accounts for 0.31% of the portfolio, ranked #75.

Winslow Evans & Crocker first reported a position in EMR in Q4 2013 and has held it in 29 quarters since. 1,592 funds tracked by Wall St. Rank hold EMR as of Q4 2020.

  • Winslow Evans & Crocker held 20,039 shares of Emerson Electric worth $1.61M as of Q4 2020.
  • Winslow Evans & Crocker bought 2,570 Emerson Electric shares in Q4 2020, an estimated $191K.
  • Emerson Electric made up 0.31% of Winslow Evans & Crocker's portfolio in Q4 2020, its #75 holding.
  • Winslow Evans & Crocker first reported a position in Emerson Electric in Q4 2013 and has held it in 29 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.