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WMS Partners’s Emerson Electric EMR Stock Holding History

WMS Partners’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
-3,165
Closed -$208K – 243
2020
Q3 		$208K Buy
+3,165
New +$208K 0.04% 217
2020
Q2 		– Sell
-4,206
Closed -$200K – 214
2020
Q1 		$200K Hold
4,206
– – 0.06% 178
2019
Q4 		$321K Sell
4,206
-423
-9% -$30.5K 0.07% 171
2019
Q3 		$309K Sell
4,629
-927
-17% -$58.3K 0.07% 170
2019
Q2 		$371K Buy
5,556
+2,579
+87% +$173K 0.09% 138
2019
Q1 		$204K Buy
+2,977
New +$196K 0.05% 191
2013
Q4 		– Sell
-5,060
Closed -$328K – 231
2013
Q3 		$328K Sell
5,060
-280
-5% -$17.1K 0.06% 143
2013
Q2 		$291K Buy
+5,340
New +$300K 0.05% 170

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

WMS Partners's EMR Position: Q4 2020 in Review

WMS Partners sold out of Emerson Electric (EMR) in Q4 2020, closing a stake of 3,165 shares — an estimated $208K sold.

WMS Partners first reported a position in EMR in Q2 2013 and held it in 8 quarters. The position peaked at $371K in Q2 2019. 1,592 funds tracked by Wall St. Rank hold EMR as of Q4 2020.

  • WMS Partners reported no remaining Emerson Electric position as of Q4 2020 after selling out during the quarter.
  • WMS Partners sold 3,165 Emerson Electric shares in Q4 2020, an estimated $208K.
  • WMS Partners first reported a position in Emerson Electric in Q2 2013 and held it in 8 quarters.
  • WMS Partners's Emerson Electric position peaked at $371K in Q2 2019.
  • 1,592 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2020.

Based on WMS Partners's 13F filing for Q4 2020, filed 12 Feb 2021.