9WM
EMR icon

9258 Wealth Management’s Emerson Electric EMR Stock Holding History

9258 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
2024
Q3 		$325K Sell
2,969
-15
-0.5% -$1.61K 0.05% 264
2024
Q2 		$329K Hold
2,984
– – 0.05% 250
2024
Q1 		$338K Hold
2,984
– – 0.05% 250
2023
Q4 		$290K Sell
2,984
-263
-8% -$24.1K 0.05% 259
2023
Q3 		$314K Hold
3,247
– – 0.06% 237
2023
Q2 		$293K Buy
3,247
+17
+0.5% +$1.43K 0.06% 255
2023
Q1 		$281K Hold
3,230
– – 0.06% 257
2022
Q4 		$310K Sell
3,230
-51
-2% -$4.58K 0.07% 245
2022
Q3 		$240K Sell
3,281
-187
-5% -$15.5K 0.06% 278
2022
Q2 		$276K Sell
3,468
-229
-6% -$20.2K 0.07% 265
2022
Q1 		$362K Sell
3,697
-1,536
-29% -$145K 0.08% 241
2021
Q4 		$487K Buy
5,233
+151
+3% +$14.2K 0.11% 199
2021
Q3 		$479K Buy
5,082
+152
+3% +$15.2K 0.13% 179
2021
Q2 		$474K Buy
4,930
+157
+3% +$14.8K 0.13% 179
2021
Q1 		$431K Buy
4,773
+423
+10% +$36.4K 0.13% 174
2020
Q4 		$350K Hold
4,350
– – 0.11% 198
2020
Q3 		$282K Buy
4,350
+209
+5% +$13.8K 0.11% 209
2020
Q2 		$257K Buy
4,141
+48
+1% +$2.73K 0.1% 225
2020
Q1 		$229K Buy
4,093
+187
+5% +$12.3K 0.1% 228
2019
Q4 		$298K Buy
+3,906
New +$281K 0.11% 211

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

9258 Wealth Management's EMR Position: Q3 2024 in Review

9258 Wealth Management reduced its Emerson Electric (EMR) stake by 0.5% in Q3 2024, selling an estimated $1.61K and leaving 2,969 shares worth $325K. The position accounts for 0.05% of the portfolio, ranked #264.

9258 Wealth Management first reported a position in EMR in Q4 2019 and has held it in 20 quarters since. The position peaked at $487K in Q4 2021. 1,945 funds tracked by Wall St. Rank hold EMR as of Q3 2024.

  • 9258 Wealth Management held 2,969 shares of Emerson Electric worth $325K as of Q3 2024.
  • 9258 Wealth Management sold 15 Emerson Electric shares in Q3 2024, an estimated $1.61K.
  • Emerson Electric made up 0.05% of 9258 Wealth Management's portfolio in Q3 2024, its #264 holding.
  • 9258 Wealth Management first reported a position in Emerson Electric in Q4 2019 and has held it in 20 quarters since.
  • 9258 Wealth Management's Emerson Electric position peaked at $487K in Q4 2021.
  • 1,945 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.