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Appian Way Asset Management’s Emerson Electric EMR Stock Holding History

Appian Way Asset 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
Q1 		– Sell
-20,700
Closed -$2.01M – 39
2023
Q4 		$2.01M Sell
20,700
-53,273
-72% -$4.88M 0.42% 36
2023
Q3 		$7.14M Buy
+73,973
New +$7.05M 1.71% 18
2021
Q1 		– Sell
-15,000
Closed -$1.21M – 55
2020
Q4 		$1.21M Buy
+15,000
New +$1.12M 0.59% 48
2020
Q3 		– Sell
-124,760
Closed -$7.74M – 51
2020
Q2 		$7.74M Buy
+124,760
New +$7.09M 3.75% 9

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Appian Way Asset Management's EMR Position: Q1 2024 in Review

Appian Way Asset Management sold out of Emerson Electric (EMR) in Q1 2024, closing a stake of 20,700 shares — an estimated $2.01M sold.

Appian Way Asset Management first reported a position in EMR in Q2 2020 and held it in 4 quarters. The position peaked at $7.74M in Q2 2020. 1,957 funds tracked by Wall St. Rank hold EMR as of Q1 2024.

  • Appian Way Asset Management reported no remaining Emerson Electric position as of Q1 2024 after selling out during the quarter.
  • Appian Way Asset Management sold 20,700 Emerson Electric shares in Q1 2024, an estimated $2.01M.
  • Appian Way Asset Management first reported a position in Emerson Electric in Q2 2020 and held it in 4 quarters.
  • Appian Way Asset Management's Emerson Electric position peaked at $7.74M in Q2 2020.
  • 1,957 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2024.

Based on Appian Way Asset Management's 13F filing for Q1 2024, filed 15 May 2024.