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Acorn Financial Advisory Services’s Emerson Electric EMR Stock Holding History

Acorn Financial Advisory Services’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
Q1 		– Sell
-2,262
Closed -$220K – 220
2023
Q4 		$220K Sell
2,262
-254
-10% -$23.3K 0.04% 230
2023
Q3 		$243K Hold
2,516
– – 0.04% 215
2023
Q2 		$227K Sell
2,516
-414
-14% -$34.8K 0.04% 229
2023
Q1 		$255K Hold
2,930
– – 0.05% 194
2022
Q4 		$281K Hold
2,930
– – 0.06% 176
2022
Q3 		$214K Sell
2,930
-8
-0.3% -$664 0.05% 200
2022
Q2 		$233K Buy
2,938
+1
+0% +$88 0.06% 190
2022
Q1 		$288K Hold
2,937
– – 0.06% 188
2021
Q4 		$273K Buy
2,937
+78
+3% +$7.34K 0.05% 187
2021
Q3 		$270K Hold
2,859
– – 0.08% 184
2021
Q2 		$275K Sell
2,859
-11
-0.4% -$1.03K 0.08% 203
2021
Q1 		$259K Hold
2,870
– – 0.09% 177
2020
Q4 		$231K Buy
+2,870
New +$213K 0.09% 198
2020
Q1 		– Sell
-2,858
Closed -$219K – 165
2019
Q4 		$219K Buy
+2,858
New +$206K 0.18% 153

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Acorn Financial Advisory Services's EMR Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of Emerson Electric (EMR) in Q1 2024, closing a stake of 2,262 shares — an estimated $220K sold.

Acorn Financial Advisory Services first reported a position in EMR in Q4 2019 and held it in 14 quarters. The position peaked at $288K in Q1 2022. 1,957 funds tracked by Wall St. Rank hold EMR as of Q1 2024.

  • Acorn Financial Advisory Services reported no remaining Emerson Electric position as of Q1 2024 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 2,262 Emerson Electric shares in Q1 2024, an estimated $220K.
  • Acorn Financial Advisory Services first reported a position in Emerson Electric in Q4 2019 and held it in 14 quarters.
  • Acorn Financial Advisory Services's Emerson Electric position peaked at $288K in Q1 2022.
  • 1,957 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.