AM Squared’s Emerson Electric EMR Stock Holding History

AM Squared’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	-1,000	Closed	-$110K	–	76
2024 Q2	$110K	Buy	1,000 +500	+100%	+$55.3K	0.28%	34
2024 Q1	$56.7K	Buy	+500	New	+$51.4K	0.14%	27

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

AM Squared's EMR Position: Q3 2024 in Review

AM Squared sold out of Emerson Electric (EMR) in Q3 2024, closing a stake of 1,000 shares — an estimated $110K sold.

AM Squared first reported a position in EMR in Q1 2024 and held it in 2 quarters. The position peaked at $110K in Q2 2024. 1,946 funds tracked by Wall St. Rank hold EMR as of Q3 2024.

AM Squared reported no remaining Emerson Electric position as of Q3 2024 after selling out during the quarter.
AM Squared sold 1,000 Emerson Electric shares in Q3 2024, an estimated $110K.
AM Squared first reported a position in Emerson Electric in Q1 2024 and held it in 2 quarters.
AM Squared's Emerson Electric position peaked at $110K in Q2 2024.
1,946 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2024.

Based on AM Squared's 13F filing for Q3 2024, filed 7 Nov 2024.