Aveo Capital Partners’s Emerson Electric EMR Stock Holding History

Aveo Capital 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	-2,660	Closed	-$283K	–	334
2024 Q1	$283K	Sell	2,660 -249	-9%	-$25.6K	0.03%	304
2023 Q4	$283K	Sell	2,909 -387	-12%	-$35.4K	0.03%	276
2023 Q3	$318K	Buy	3,296 +1	+0%	+$95	0.04%	257
2023 Q2	$298K	Buy	3,295 +109	+3%	+$9.17K	0.04%	272
2023 Q1	$278K	Buy	3,186 +204	+7%	+$17.8K	0.04%	274
2022 Q4	$286K	Buy	+2,982	New	+$268K	0.04%	265
2022 Q2	–	Sell	-2,157	Closed	-$211K	–	276
2022 Q1	$211K	Buy	+2,157	New	+$204K	0.04%	257
2021 Q4	–	Sell	-2,159	Closed	-$203K	–	287
2021 Q3	$203K	Sell	2,159 -55	-2%	-$5.49K	0.04%	243
2021 Q2	$213K	Sell	2,214 -26	-1%	-$2.44K	0.05%	247
2021 Q1	$202K	Buy	+2,240	New	+$193K	0.05%	225

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Aveo Capital Partners's EMR Position: Q2 2024 in Review

Aveo Capital Partners sold out of Emerson Electric (EMR) in Q2 2024, closing a stake of 2,660 shares — an estimated $283K sold.

Aveo Capital Partners first reported a position in EMR in Q1 2021 and held it in 10 quarters. The position peaked at $318K in Q3 2023. 1,950 funds tracked by Wall St. Rank hold EMR as of Q2 2024.

Aveo Capital Partners reported no remaining Emerson Electric position as of Q2 2024 after selling out during the quarter.
Aveo Capital Partners sold 2,660 Emerson Electric shares in Q2 2024, an estimated $283K.
Aveo Capital Partners first reported a position in Emerson Electric in Q1 2021 and held it in 10 quarters.
Aveo Capital Partners's Emerson Electric position peaked at $318K in Q3 2023.
1,950 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2024.

Based on Aveo Capital Partners's 13F filing for Q2 2024, filed 2 Aug 2024.