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Beacon Investment Advisory Services’s Emerson Electric EMR Stock Holding History

Beacon Investment Advisory 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
2026
Q2 		$331K Hold
2,315
– – 0.01% 211
2026
Q1 		$303K Hold
2,315
– – 0.01% 211
2025
Q4 		$307K Sell
2,315
-3,480
-60% -$462K 0.01% 211
2025
Q3 		$760K Sell
5,795
-300
-5% -$40.9K 0.03% 143
2025
Q2 		$813K Sell
6,095
-150
-2% -$17.2K 0.04% 141
2025
Q1 		$685K Buy
6,245
+225
+4% +$27.1K 0.03% 148
2024
Q4 		$746K Hold
6,020
– – 0.03% 148
2024
Q3 		$658K Buy
6,020
+300
+5% +$32.3K 0.03% 158
2024
Q2 		$630K Hold
5,720
– – 0.03% 159
2024
Q1 		$649K Sell
5,720
-14
-0.2% -$1.44K 0.03% 163
2023
Q4 		$558K Sell
5,734
-186
-3% -$17K 0.03% 173
2023
Q3 		$572K Sell
5,920
-20
-0.3% -$1.91K 0.03% 182
2023
Q2 		$537K Sell
5,940
-305
-5% -$25.7K 0.02% 189
2023
Q1 		$544K Hold
6,245
– – 0.03% 176
2022
Q4 		$600K Hold
6,245
– – 0.03% 171
2022
Q3 		$457K Hold
6,245
– – 0.03% 192
2022
Q2 		$497K Sell
6,245
-331
-5% -$29.2K 0.03% 190
2022
Q1 		$644K Sell
6,576
-6
-0.1% -$568 0.03% 191
2021
Q4 		$612K Buy
6,582
+362
+6% +$34.1K 0.02% 199
2021
Q3 		$586K Hold
6,220
– – 0.02% 197
2021
Q2 		$599K Sell
6,220
-100
-2% -$9.4K 0.02% 195
2021
Q1 		$570K Sell
6,320
-150
-2% -$12.9K 0.02% 192
2020
Q4 		$520K Hold
6,470
– – 0.02% 184
2020
Q3 		$424K Hold
6,470
– – 0.02% 180
2020
Q2 		$401K Hold
6,470
– – 0.02% 178
2020
Q1 		$308K Hold
6,470
– – 0.02% 192
2019
Q4 		$493K Buy
+6,470
New +$466K 0.03% 174
2019
Q3 		– Sell
-3,470
Closed -$232K – 234
2019
Q2 		$232K Hold
3,470
– – 0.02% 214
2019
Q1 		$238K Sell
3,470
-450
-11% -$29.6K 0.03% 208
2018
Q4 		$234K Sell
3,920
-875
-18% -$59K 0.03% 231
2018
Q3 		$367K Sell
4,795
-50
-1% -$3.69K 0.04% 195
2018
Q2 		$335K Sell
4,845
-100
-2% -$7.03K 0.03% 202
2018
Q1 		$338K Sell
4,945
-235
-5% -$16.7K 0.03% 197
2017
Q4 		$361K Buy
5,180
+260
+5% +$16.8K 0.04% 178
2017
Q3 		$309K Buy
+4,920
New +$297K 0.03% 228

Other funds holding EMR

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM