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Allen Investment Management’s Emerson Electric EMR Stock Holding History

Allen Investment 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
Q4 		– Sell
-6,644
Closed -$727K – 211
2024
Q3 		$727K Hold
6,644
– – 0.01% 156
2024
Q2 		$732K Buy
6,644
+148
+2% +$16.4K 0.01% 149
2024
Q1 		$737K Sell
6,496
-187
-3% -$19.2K 0.01% 142
2023
Q4 		$650K Sell
6,683
-4,813
-42% -$441K 0.01% 149
2023
Q3 		$1.11M Hold
11,496
– – 0.02% 128
2023
Q2 		$1.04M Hold
11,496
– – 0.02% 126
2023
Q1 		$1M Hold
11,496
– – 0.02% 128
2022
Q4 		$1.1M Sell
11,496
-259
-2% -$23.3K 0.02% 119
2022
Q3 		$861K Hold
11,755
– – 0.01% 129
2022
Q2 		$935K Hold
11,755
– – 0.02% 133
2022
Q1 		$1.15M Hold
11,755
– – 0.02% 134
2021
Q4 		$1.09M Buy
+11,755
New +$1.11M 0.01% 141
2020
Q2 		– Sell
-7,928
Closed -$378K – 177
2020
Q1 		$378K Buy
7,928
+1,755
+28% +$116K 0.01% 134
2019
Q4 		$471K Hold
6,173
– – 0.01% 127
2019
Q3 		$413K Buy
6,173
+95
+2% +$5.97K 0.01% 148
2019
Q2 		$406K Hold
6,078
– – 0.01% 154
2019
Q1 		$416K Buy
+6,078
New +$400K 0.01% 144
2015
Q2 		– Sell
-4,120
Closed -$233K – 218
2015
Q1 		$233K Sell
4,120
-26,913
-87% -$1.56M 0.02% 208
2014
Q4 		$1.92M Sell
31,033
-1,157
-4% -$72.5K 0.14% 77
2014
Q3 		$2.01M Buy
32,190
+4,057
+14% +$263K 0.17% 73
2014
Q2 		$1.87M Hold
28,133
– – 0.2% 69
2014
Q1 		$1.88M Hold
28,133
– – 0.29% 57
2013
Q4 		$1.97M Sell
28,133
-4,050
-13% -$271K 0.42% 45
2013
Q3 		$2.08M Buy
32,183
+1,220
+4% +$74.6K 0.57% 23
2013
Q2 		$1.69M Buy
+30,963
New +$1.74M 0.65% 24

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Allen Investment Management's EMR Position: Q4 2024 in Review

Allen Investment Management sold out of Emerson Electric (EMR) in Q4 2024, closing a stake of 6,644 shares — an estimated $727K sold.

Allen Investment Management first reported a position in EMR in Q2 2013 and held it in 25 quarters. The position peaked at $2.08M in Q3 2013. 2,120 funds tracked by Wall St. Rank hold EMR as of Q4 2024.

  • Allen Investment Management reported no remaining Emerson Electric position as of Q4 2024 after selling out during the quarter.
  • Allen Investment Management sold 6,644 Emerson Electric shares in Q4 2024, an estimated $727K.
  • Allen Investment Management first reported a position in Emerson Electric in Q2 2013 and held it in 25 quarters.
  • Allen Investment Management's Emerson Electric position peaked at $2.08M in Q3 2013.
  • 2,120 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.

Based on Allen Investment Management's 13F filing for Q4 2024, filed 10 Feb 2025.