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Appleton Partners’s Emerson Electric EMR Stock Holding History

Appleton Partners’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
-1,876
Closed -$213K – 265
2024
Q1 		$213K Sell
1,876
-1,119
-37% -$115K 0.02% 263
2023
Q4 		$292K Sell
2,995
-135
-4% -$12.4K 0.02% 247
2023
Q3 		$302K Sell
3,130
-875
-22% -$83.3K 0.03% 240
2023
Q2 		$362K Sell
4,005
-677
-14% -$57K 0.03% 229
2023
Q1 		$408K Buy
+4,682
New +$409K 0.04% 228

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
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

Appleton Partners's EMR Position: Q2 2024 in Review

Appleton Partners sold out of Emerson Electric (EMR) in Q2 2024, closing a stake of 1,876 shares — an estimated $213K sold.

Appleton Partners first reported a position in EMR in Q1 2023 and held it in 5 quarters. The position peaked at $408K in Q1 2023. 1,950 funds tracked by Wall St. Rank hold EMR as of Q2 2024.

  • Appleton Partners reported no remaining Emerson Electric position as of Q2 2024 after selling out during the quarter.
  • Appleton Partners sold 1,876 Emerson Electric shares in Q2 2024, an estimated $213K.
  • Appleton Partners first reported a position in Emerson Electric in Q1 2023 and held it in 5 quarters.
  • Appleton Partners's Emerson Electric position peaked at $408K in Q1 2023.
  • 1,950 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2024.

Based on Appleton Partners's 13F filing for Q2 2024, filed 2 Jul 2024.