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Capital Performance Advisors’s Emerson Electric EMR Stock Holding History

Capital Performance 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
Q4 		– Sell
-226
Closed -$24.7K – 928
2024
Q3 		$24.7K Buy
+226
New +$24.3K 0.01% 539

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Capital Performance Advisors's EMR Position: Q4 2024 in Review

Capital Performance Advisors sold out of Emerson Electric (EMR) in Q4 2024, closing a stake of 226 shares — an estimated $24.7K sold.

Capital Performance Advisors first reported a position in EMR in Q3 2024 and held it in 1 quarter. The position peaked at $24.7K in Q3 2024. 2,120 funds tracked by Wall St. Rank hold EMR as of Q4 2024.

  • Capital Performance Advisors reported no remaining Emerson Electric position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 226 Emerson Electric shares in Q4 2024, an estimated $24.7K.
  • Capital Performance Advisors first reported a position in Emerson Electric in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Emerson Electric position peaked at $24.7K in Q3 2024.
  • 2,120 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.