Buckingham Capital Management (Ohio)’s Emerson Electric EMR Stock Holding History

Buckingham Capital Management (Ohio)’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 Q4	–	Sell	-4,768	Closed	-$521K	–	136
2024 Q3	$521K	Sell	4,768 -50	-1%	-$5.38K	0.06%	100
2024 Q2	$531K	Hold	4,818	–	–	0.06%	97
2024 Q1	$546K	Buy	+4,818	New	+$495K	0.07%	94
2015 Q4	–	Sell	-15,287	Closed	-$675K	–	164
2015 Q3	$675K	Sell	15,287 -2,588	-14%	-$127K	0.2%	118
2015 Q2	$996K	Sell	17,875 -390	-2%	-$22.9K	0.28%	99
2015 Q1	$1.03M	Sell	18,265 -1,627	-8%	-$94.6K	0.3%	101
2014 Q4	$1.23M	Sell	19,892 -393	-2%	-$24.6K	0.37%	87
2014 Q3	$1.27M	Sell	20,285 -550	-3%	-$35.7K	0.4%	83
2014 Q2	$1.38M	Sell	20,835 -700	-3%	-$47.1K	0.44%	77
2014 Q1	$1.44M	Sell	21,535 -1,040	-5%	-$68.4K	0.48%	67
2013 Q4	$1.58M	Sell	22,575 -795	-3%	-$53.1K	0.56%	55
2013 Q3	$1.52M	Sell	23,370 -1,885	-7%	-$115K	0.62%	49
2013 Q2	$1.38M	Buy	+25,255	New	+$1.42M	0.56%	56

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Buckingham Capital Management (Ohio)'s EMR Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) sold out of Emerson Electric (EMR) in Q4 2024, closing a stake of 4,768 shares — an estimated $521K sold.

Buckingham Capital Management (Ohio) first reported a position in EMR in Q2 2013 and held it in 13 quarters. The position peaked at $1.58M in Q4 2013. 2,121 funds tracked by Wall St. Rank hold EMR as of Q4 2024.

Buckingham Capital Management (Ohio) reported no remaining Emerson Electric position as of Q4 2024 after selling out during the quarter.
Buckingham Capital Management (Ohio) sold 4,768 Emerson Electric shares in Q4 2024, an estimated $521K.
Buckingham Capital Management (Ohio) first reported a position in Emerson Electric in Q2 2013 and held it in 13 quarters.
Buckingham Capital Management (Ohio)'s Emerson Electric position peaked at $1.58M in Q4 2013.
2,121 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.