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ABLE Financial Group’s Emerson Electric EMR Stock Holding History

ABLE Financial Group’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
-1,739
Closed -$216K – 202
2024
Q4 		$216K Buy
+1,739
New +$211K 0.06% 185
2024
Q2 		– Sell
-2,155
Closed -$244K – 176
2024
Q1 		$244K Sell
2,155
-552
-20% -$56.7K 0.1% 138
2023
Q4 		$263K Buy
2,707
+281
+12% +$25.7K 0.11% 125
2023
Q3 		$234K Sell
2,426
-1,244
-34% -$118K 0.12% 117
2023
Q2 		$332K Buy
3,670
+1,007
+38% +$84.8K 0.17% 96
2023
Q1 		$232K Buy
+2,663
New +$233K 0.15% 113

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

ABLE Financial Group's EMR Position: Q1 2025 in Review

ABLE Financial Group sold out of Emerson Electric (EMR) in Q1 2025, closing a stake of 1,739 shares — an estimated $216K sold.

ABLE Financial Group first reported a position in EMR in Q1 2023 and held it in 6 quarters. The position peaked at $332K in Q2 2023. 2,069 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

  • ABLE Financial Group reported no remaining Emerson Electric position as of Q1 2025 after selling out during the quarter.
  • ABLE Financial Group sold 1,739 Emerson Electric shares in Q1 2025, an estimated $216K.
  • ABLE Financial Group first reported a position in Emerson Electric in Q1 2023 and held it in 6 quarters.
  • ABLE Financial Group's Emerson Electric position peaked at $332K in Q2 2023.
  • 2,069 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on ABLE Financial Group's 13F filing for Q1 2025, filed 28 Apr 2025.