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Bromfield Sneider Wealth Advisors’s Emerson Electric EMR Stock Holding History

Bromfield Sneider Wealth 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
Q1 		$95.3K Hold
840
– – 0.06% 56
2023
Q4 		$81.8K Hold
840
– – 0.06% 55
2023
Q3 		$81.1K Sell
840
-160
-16% -$15.2K 0.06% 53
2023
Q2 		$90.4K Hold
1,000
– – 0.07% 50
2023
Q1 		$87.1K Hold
1,000
– – 0.07% 49
2022
Q4 		$96.1K Hold
1,000
– – 0.09% 43
2022
Q3 		$73K Hold
1,000
– – 0.09% 46
2022
Q2 		$80K Hold
1,000
– – 0.1% 47
2022
Q1 		$98K Buy
+1,000
New +$94.7K 0.1% 46

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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bromfield Sneider Wealth Advisors's EMR Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its Emerson Electric (EMR) position steady in Q1 2024 at 840 shares worth $95.3K. The position accounts for 0.06% of the portfolio, ranked #56.

Bromfield Sneider Wealth Advisors first reported a position in EMR in Q1 2022 and has held it in 9 quarters since. The position peaked at $98K in Q1 2022. 1,960 funds tracked by Wall St. Rank hold EMR as of Q1 2024.

  • Bromfield Sneider Wealth Advisors held 840 shares of Emerson Electric worth $95.3K as of Q1 2024.
  • Bromfield Sneider Wealth Advisors left its Emerson Electric share count unchanged in Q1 2024.
  • Emerson Electric made up 0.06% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #56 holding.
  • Bromfield Sneider Wealth Advisors first reported a position in Emerson Electric in Q1 2022 and has held it in 9 quarters since.
  • Bromfield Sneider Wealth Advisors's Emerson Electric position peaked at $98K in Q1 2022.
  • 1,960 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.