B.O.S.S. Retirement Advisors’s Emerson Electric EMR Stock Holding History

B.O.S.S. Retirement Advisors’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 Q4	–	Sell	-9,922	Closed	-$1.09M	–	218
2024 Q3	$1.09M	Buy	9,922 +371	+4%	+$39.9K	0.22%	120
2024 Q2	$1.05M	Sell	9,551 -5,719	-37%	-$632K	0.27%	100
2024 Q1	$1.49M	Sell	15,270 -2,829	-16%	-$291K	0.57%	68
2023 Q4	$1.76M	Sell	18,099 -760	-4%	-$69.6K	0.34%	97
2023 Q3	$1.82M	Sell	18,859 -2,197	-10%	-$209K	0.39%	87
2023 Q2	$1.9M	Sell	21,056 -28,869	-58%	-$2.43M	0.4%	83
2023 Q1	$4.35M	Buy	49,925 +2,297	+5%	+$201K	1.02%	13
2022 Q4	$4.58M	Buy	+47,628	New	+$4.28M	1.17%	10

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

B.O.S.S. Retirement Advisors's EMR Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Emerson Electric (EMR) in Q4 2024, closing a stake of 9,922 shares — an estimated $1.09M sold.

B.O.S.S. Retirement Advisors first reported a position in EMR in Q4 2022 and held it in 8 quarters. The position peaked at $4.58M in Q4 2022. 2,120 funds tracked by Wall St. Rank hold EMR as of Q4 2024.

B.O.S.S. Retirement Advisors reported no remaining Emerson Electric position as of Q4 2024 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 9,922 Emerson Electric shares in Q4 2024, an estimated $1.09M.
B.O.S.S. Retirement Advisors first reported a position in Emerson Electric in Q4 2022 and held it in 8 quarters.
B.O.S.S. Retirement Advisors's Emerson Electric position peaked at $4.58M in Q4 2022.
2,120 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.