AJOVista’s Emerson Electric EMR Stock Holding History

AJOVista’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	–	Sell	-1,990	Closed	-$219K	–	135
2024 Q2	$219K	Hold	1,990	–	–	0.63%	41
2024 Q1	$226K	Hold	1,990	–	–	0.61%	43
2023 Q4	$194K	Buy	+1,990	New	+$182K	0.24%	73

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Norges Bank Oslo, Norway $935B AUM

AJOVista's EMR Position: Q3 2024 in Review

AJOVista sold out of Emerson Electric (EMR) in Q3 2024, closing a stake of 1,990 shares — an estimated $219K sold.

AJOVista first reported a position in EMR in Q4 2023 and held it in 3 quarters. The position peaked at $226K in Q1 2024. 1,945 funds tracked by Wall St. Rank hold EMR as of Q3 2024.

AJOVista reported no remaining Emerson Electric position as of Q3 2024 after selling out during the quarter.
AJOVista sold 1,990 Emerson Electric shares in Q3 2024, an estimated $219K.
AJOVista first reported a position in Emerson Electric in Q4 2023 and held it in 3 quarters.
AJOVista's Emerson Electric position peaked at $226K in Q1 2024.
1,945 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2024.

Based on AJOVista's 13F filing for Q3 2024, filed 12 Nov 2024.