AFS
EMR icon

Annapolis Financial Services’s Emerson Electric EMR Stock Holding History

Annapolis Financial Services’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 		$16.3K Buy
149
+5
+3% +$538 ﹤0.01% 243
2024
Q2 		$15.9K Buy
+144
New +$15.9K 0.01% 240

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Annapolis Financial Services's EMR Position: Q3 2024 in Review

Annapolis Financial Services increased its Emerson Electric (EMR) stake by 3.5% in Q3 2024, buying an estimated $538 and bringing the position to 149 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Annapolis Financial Services first reported a position in EMR in Q2 2024 and has held it in 2 quarters since. 1,945 funds tracked by Wall St. Rank hold EMR as of Q3 2024.

  • Annapolis Financial Services held 149 shares of Emerson Electric worth $16.3K as of Q3 2024.
  • Annapolis Financial Services bought 5 Emerson Electric shares in Q3 2024, an estimated $538.
  • Emerson Electric made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #243 holding.
  • Annapolis Financial Services first reported a position in Emerson Electric in Q2 2024 and has held it in 2 quarters since.
  • 1,945 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.