Capital Management Associates (New York)’s Emerson Electric EMR Stock Holding History

Capital Management Associates (New York)’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
2025 Q1	–	Sell	-6,000	Closed	-$744K	–	49
2024 Q4	$744K	Hold	6,000	–	–	0.88%	42
2024 Q3	$656K	Sell	6,000 -4,000	-40%	-$430K	0.73%	60
2024 Q2	$1.1M	Hold	10,000	–	–	1.31%	30
2024 Q1	$1.13M	Buy	10,000 +6,000	+150%	+$616K	1.35%	30
2023 Q4	$389K	Hold	4,000	–	–	0.5%	68
2023 Q3	$386K	Hold	4,000	–	–	0.57%	65
2023 Q2	$362K	Sell	4,000 -10,000	-71%	-$842K	0.53%	62
2023 Q1	$1.22M	Hold	14,000	–	–	1.85%	17
2022 Q4	$1.34M	Buy	+14,000	New	+$1.26M	2%	19

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Capital Management Associates (New York)'s EMR Position: Q1 2025 in Review

Capital Management Associates (New York) sold out of Emerson Electric (EMR) in Q1 2025, closing a stake of 6,000 shares — an estimated $744K sold.

Capital Management Associates (New York) first reported a position in EMR in Q4 2022 and held it in 9 quarters. The position peaked at $1.34M in Q4 2022. 2,070 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

Capital Management Associates (New York) reported no remaining Emerson Electric position as of Q1 2025 after selling out during the quarter.
Capital Management Associates (New York) sold 6,000 Emerson Electric shares in Q1 2025, an estimated $744K.
Capital Management Associates (New York) first reported a position in Emerson Electric in Q4 2022 and held it in 9 quarters.
Capital Management Associates (New York)'s Emerson Electric position peaked at $1.34M in Q4 2022.
2,070 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on Capital Management Associates (New York)'s 13F filing for Q1 2025, filed 8 May 2025.