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Bedell Frazier Investment Counselling’s Emerson Electric EMR Stock Holding History

Bedell Frazier Investment Counselling’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
-2,114
Closed -$206K – 98
2023
Q4 		$206K Sell
2,114
-1,000
-32% -$91.6K 0.06% 87
2023
Q3 		$301K Sell
3,114
-600
-16% -$57.1K 0.09% 80
2023
Q2 		$336K Buy
+3,714
New +$313K 0.1% 77

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Bedell Frazier Investment Counselling's EMR Position: Q1 2024 in Review

Bedell Frazier Investment Counselling sold out of Emerson Electric (EMR) in Q1 2024, closing a stake of 2,114 shares — an estimated $206K sold.

Bedell Frazier Investment Counselling first reported a position in EMR in Q2 2023 and held it in 3 quarters. The position peaked at $336K in Q2 2023. 1,958 funds tracked by Wall St. Rank hold EMR as of Q1 2024.

  • Bedell Frazier Investment Counselling reported no remaining Emerson Electric position as of Q1 2024 after selling out during the quarter.
  • Bedell Frazier Investment Counselling sold 2,114 Emerson Electric shares in Q1 2024, an estimated $206K.
  • Bedell Frazier Investment Counselling first reported a position in Emerson Electric in Q2 2023 and held it in 3 quarters.
  • Bedell Frazier Investment Counselling's Emerson Electric position peaked at $336K in Q2 2023.
  • 1,958 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2024.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2024, filed 14 May 2024.