AlphaQ Advisors’s Emerson Electric EMR Stock Holding History

AlphaQ 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
2024 Q2	–	Sell	-5,086	Closed	-$577K	–	77
2024 Q1	$577K	Sell	5,086 -418	-8%	-$42.9K	0.35%	70
2023 Q4	$536K	Buy	5,504 +1,225	+29%	+$112K	0.37%	61
2023 Q3	$413K	Sell	4,279 -528	-11%	-$50.3K	0.36%	79
2023 Q2	$435K	Sell	4,807 -97	-2%	-$8.16K	0.32%	81
2023 Q1	$427K	Sell	4,904 -499	-9%	-$43.6K	0.36%	76
2022 Q4	$519K	Buy	+5,403	New	+$486K	0.45%	60

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

AlphaQ Advisors's EMR Position: Q2 2024 in Review

AlphaQ Advisors sold out of Emerson Electric (EMR) in Q2 2024, closing a stake of 5,086 shares — an estimated $577K sold.

AlphaQ Advisors first reported a position in EMR in Q4 2022 and held it in 6 quarters. The position peaked at $577K in Q1 2024. 1,950 funds tracked by Wall St. Rank hold EMR as of Q2 2024.

AlphaQ Advisors reported no remaining Emerson Electric position as of Q2 2024 after selling out during the quarter.
AlphaQ Advisors sold 5,086 Emerson Electric shares in Q2 2024, an estimated $577K.
AlphaQ Advisors first reported a position in Emerson Electric in Q4 2022 and held it in 6 quarters.
AlphaQ Advisors's Emerson Electric position peaked at $577K in Q1 2024.
1,950 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2024.

Based on AlphaQ Advisors's 13F filing for Q2 2024, filed 26 Jul 2024.