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Buck Wealth Strategies’s Emerson Electric EMR Stock Holding History

Buck Wealth Strategies’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
2023
Q3 		– Sell
-63
Closed -$5.7K – 380
2023
Q2 		$5.7K Hold
63
– – ﹤0.01% 180
2023
Q1 		$5.46K Buy
+63
New +$5.51K ﹤0.01% 128

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Buck Wealth Strategies's EMR Position: Q3 2023 in Review

Buck Wealth Strategies sold out of Emerson Electric (EMR) in Q3 2023, closing a stake of 63 shares — an estimated $5.7K sold.

Buck Wealth Strategies first reported a position in EMR in Q1 2023 and held it in 2 quarters. The position peaked at $5.7K in Q2 2023. 1,799 funds tracked by Wall St. Rank hold EMR as of Q3 2023.

  • Buck Wealth Strategies reported no remaining Emerson Electric position as of Q3 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 63 Emerson Electric shares in Q3 2023, an estimated $5.7K.
  • Buck Wealth Strategies first reported a position in Emerson Electric in Q1 2023 and held it in 2 quarters.
  • Buck Wealth Strategies's Emerson Electric position peaked at $5.7K in Q2 2023.
  • 1,799 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2023.

Based on Buck Wealth Strategies's 13F filing for Q3 2023, filed 6 Nov 2023.