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Alera Investment Advisors’s Emerson Electric EMR Stock Holding History

Alera Investment Advisors’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
2023
Q3 		– Sell
-3,229
Closed -$292K – 164
2023
Q2 		$292K Sell
3,229
-1,173
-27% -$98.7K 0.06% 146
2023
Q1 		$384K Buy
4,402
+94
+2% +$8.21K 0.09% 133
2022
Q4 		$414K Sell
4,308
-235
-5% -$21.1K 0.1% 121
2022
Q3 		$332K Buy
4,543
+110
+2% +$9.14K 0.09% 133
2022
Q2 		$353K Sell
4,433
-145
-3% -$12.8K 0.1% 134
2022
Q1 		$449K Buy
+4,578
New +$433K 0.1% 125
2019
Q2 		– Sell
-141
Closed -$10K – 354
2019
Q1 		$10K Sell
141
-992
-88% -$65.2K ﹤0.01% 464
2018
Q4 		$68K Buy
+1,133
New +$76.4K 0.04% 146

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alera Investment Advisors's EMR Position: Q3 2023 in Review

Alera Investment Advisors sold out of Emerson Electric (EMR) in Q3 2023, closing a stake of 3,229 shares — an estimated $292K sold.

Alera Investment Advisors first reported a position in EMR in Q4 2018 and held it in 8 quarters. The position peaked at $449K in Q1 2022. 1,798 funds tracked by Wall St. Rank hold EMR as of Q3 2023.

  • Alera Investment Advisors reported no remaining Emerson Electric position as of Q3 2023 after selling out during the quarter.
  • Alera Investment Advisors sold 3,229 Emerson Electric shares in Q3 2023, an estimated $292K.
  • Alera Investment Advisors first reported a position in Emerson Electric in Q4 2018 and held it in 8 quarters.
  • Alera Investment Advisors's Emerson Electric position peaked at $449K in Q1 2022.
  • 1,798 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2023.

Based on Alera Investment Advisors's 13F filing for Q3 2023, filed 11 Oct 2023.