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Andreas Halvorsen’s Emerson Electric EMR Stock Holding History

Andreas Halvorsen’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
-1,901,470
Closed -$172M – 89
2023
Q2 		$172M Sell
1,901,470
-499,409
-21% -$42M 0.7% 48
2023
Q1 		$209M Buy
+2,400,879
New +$210M 0.98% 32
2017
Q1 		– Sell
-295,425
Closed -$16.5M – 68
2016
Q4 		$16.5M Sell
295,425
-851,391
-74% -$45.8M 0.07% 61
2016
Q3 		$62.5M Buy
+1,146,816
New +$61.5M 0.27% 47

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Andreas Halvorsen's EMR Position: Q3 2023 in Review

Andreas Halvorsen sold out of Emerson Electric (EMR) in Q3 2023, closing a stake of 1,901,470 shares — an estimated $172M sold.

Andreas Halvorsen first reported a position in EMR in Q3 2016 and held it in 4 quarters. The position peaked at $209M in Q1 2023. 1,799 funds tracked by Wall St. Rank hold EMR as of Q3 2023.

  • Andreas Halvorsen reported no remaining Emerson Electric position as of Q3 2023 after selling out during the quarter.
  • Andreas Halvorsen sold 1,901,470 Emerson Electric shares in Q3 2023, an estimated $172M.
  • Andreas Halvorsen first reported a position in Emerson Electric in Q3 2016 and held it in 4 quarters.
  • Andreas Halvorsen's Emerson Electric position peaked at $209M in Q1 2023.
  • 1,799 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2023.

Based on Viking Global Investors's 13F filing for Q3 2023, filed 14 Nov 2023.