44 Wealth Management’s Emerson Electric EMR Stock Holding History

44 Wealth Management’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
2025 Q1	–	Sell	-2,600	Closed	-$322K	–	193
2024 Q4	$322K	Hold	2,600	–	–	0.12%	158
2024 Q3	$282K	Buy	+2,600	New	+$280K	0.1%	173
2023 Q2	$2.04M	Buy	22,542 +1,733	+8%	+$146K	0.7%	41
2023 Q1	$1.81M	Buy	20,809 +1,397	+7%	+$122K	0.61%	44
2022 Q4	$1.86M	Buy	19,412 +3,258	+20%	+$293K	0.64%	42
2022 Q3	$1.18M	Buy	16,154 +682	+4%	+$56.6K	0.49%	56
2022 Q2	$1.23M	Sell	15,472 -1,732	-10%	-$153K	0.48%	57
2022 Q1	$1.69M	Buy	17,204 +3,446	+25%	+$326K	0.61%	43
2021 Q4	$1.28M	Buy	13,758 +499	+4%	+$47K	0.44%	59
2021 Q3	$1.25M	Buy	13,259 +2,036	+18%	+$203K	0.48%	56
2021 Q2	$1.08M	Buy	11,223 +5,713	+104%	+$537K	0.42%	63
2021 Q1	$497K	Buy	5,510 +2,139	+63%	+$184K	0.21%	105
2020 Q4	$271K	Buy	+3,371	New	+$251K	0.12%	130

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

44 Wealth Management's EMR Position: Q1 2025 in Review

44 Wealth Management sold out of Emerson Electric (EMR) in Q1 2025, closing a stake of 2,600 shares — an estimated $322K sold.

44 Wealth Management first reported a position in EMR in Q4 2020 and held it in 13 quarters. The position peaked at $2.04M in Q2 2023. 2,069 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

44 Wealth Management reported no remaining Emerson Electric position as of Q1 2025 after selling out during the quarter.
44 Wealth Management sold 2,600 Emerson Electric shares in Q1 2025, an estimated $322K.
44 Wealth Management first reported a position in Emerson Electric in Q4 2020 and held it in 13 quarters.
44 Wealth Management's Emerson Electric position peaked at $2.04M in Q2 2023.
2,069 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on 44 Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.