Bison Wealth’s Emerson Electric EMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$406K Sell
3,275
-9,333
-74% -$1.13M 0.09% 181
2024
Q3
$1.38M Sell
12,608
-888
-7% -$95.5K 0.22% 111
2024
Q2
$1.53M Hold
13,496
0.25% 99
2024
Q1
$1.53M Buy
13,496
+8,742
+184% +$898K 0.25% 99
2023
Q4
$463K Buy
4,754
+412
+9% +$37.7K 0.08% 244
2023
Q3
$419K Sell
4,342
-544
-11% -$51.8K 0.08% 245
2023
Q2
$442K Buy
4,886
+993
+26% +$83.6K 0.08% 238
2023
Q1
$319K Sell
3,893
-547
-12% -$47.8K 0.1% 192
2022
Q4
$398K Buy
4,440
+78
+2% +$7.01K 0.13% 178
2022
Q3
$319K Buy
4,362
+75
+2% +$6.23K 0.13% 192
2022
Q2
$341K Buy
4,287
+189
+5% +$16.7K 0.2% 134
2022
Q1
$402K Sell
4,098
-143
-3% -$13.5K 0.21% 131
2021
Q4
$394K Sell
4,241
-737
-15% -$69.4K 0.23% 116
2021
Q3
$469K Buy
4,978
+1
+0% +$100 0.21% 120
2021
Q2
$479K Sell
4,977
-1,274
-20% -$120K 0.21% 123
2021
Q1
$564K Buy
6,251
+514
+9% +$44.2K 0.24% 100
2020
Q4
$461K Buy
5,737
+72
+1% +$5.35K 0.22% 113
2020
Q3
$371K Sell
5,665
-3,499
-38% -$230K 0.22% 112
2020
Q2
$568K Buy
9,164
+2
+0% +$114 0.36% 73
2020
Q1
$437K Sell
9,162
-5,991
-40% -$394K 0.32% 91
2019
Q4
$1.16M Buy
15,153
+186
+1% +$13.4K 0.55% 53
2019
Q3
$1M Buy
14,967
+8,615
+136% +$541K 0.56% 51
2019
Q2
$424K Sell
6,352
-89
-1% -$5.96K 0.25% 112
2019
Q1
$441K Buy
6,441
+2,161
+50% +$142K 0.27% 115
2018
Q4
$256K Buy
4,280
+230
+6% +$15.5K 0.19% 158
2018
Q3
$310K Buy
4,050
+859
+27% +$63.4K 0.2% 149
2018
Q2
$221K Buy
+3,191
New +$224K 0.16% 182
2017
Q1
Sell
-13,459
Closed -$750K 180
2016
Q4
$750K Sell
13,459
-125
-0.9% -$6.72K 0.64% 44
2016
Q3
$740K Sell
13,584
-709
-5% -$38K 0.63% 43
2016
Q2
$746K Sell
14,293
-300
-2% -$15.9K 0.45% 72
2016
Q1
$794K Sell
14,593
-315
-2% -$15.2K 0.51% 62
2015
Q4
$713K Sell
14,908
-50
-0.3% -$2.38K 0.41% 76
2015
Q3
$661K Buy
14,958
+240
+2% +$11.8K 0.43% 72
2015
Q2
$816K Sell
14,718
-94
-0.6% -$5.52K 0.48% 65
2015
Q1
$839K Buy
14,812
+898
+6% +$52.2K 0.51% 57
2014
Q4
$859K Buy
+13,914
New +$872K 0.65% 42

Other funds holding EMR

Bison Wealth's EMR Position: Q4 2024 in Review

Bison Wealth reduced its Emerson Electric (EMR) stake by 74% in Q4 2024, selling an estimated $1.13M and leaving 3,275 shares worth $406K. The position accounts for 0.09% of the portfolio, ranked #181.

Bison Wealth first reported a position in EMR in Q4 2014 and has held it in 36 quarters since. The position peaked at $1.53M in Q2 2024. 2,121 funds tracked by Wall St. Rank hold EMR as of Q4 2024.

  • Bison Wealth held 3,275 shares of Emerson Electric worth $406K as of Q4 2024.
  • Bison Wealth sold 9,333 Emerson Electric shares in Q4 2024, an estimated $1.13M.
  • Emerson Electric made up 0.09% of Bison Wealth's portfolio in Q4 2024, its #181 holding.
  • Bison Wealth first reported a position in Emerson Electric in Q4 2014 and has held it in 36 quarters since.
  • Bison Wealth's Emerson Electric position peaked at $1.53M in Q2 2024.
  • 2,121 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.