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Carmel Capital Management’s Emerson Electric EMR Stock Holding History

Carmel Capital Management’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
Q2 		– Sell
-2,550
Closed -$289K – 28
2024
Q1 		$289K Hold
2,550
– – 0.12% 28
2023
Q4 		$248K Hold
2,550
– – 0.12% 29
2023
Q3 		$246K Hold
2,550
– – 0.14% 30
2023
Q2 		$230K Hold
2,550
– – 0.12% 31
2023
Q1 		$222K Hold
2,550
– – 0.13% 33
2022
Q4 		$245K Buy
+2,550
New +$229K 0.15% 34
2022
Q3 		– Sell
-2,550
Closed -$203K – 36
2022
Q2 		$203K Hold
2,550
– – 0.13% 36
2022
Q1 		$250K Hold
2,550
– – 0.13% 35
2021
Q4 		$237K Buy
+2,550
New +$240K 0.12% 36

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Carmel Capital Management's EMR Position: Q2 2024 in Review

Carmel Capital Management sold out of Emerson Electric (EMR) in Q2 2024, closing a stake of 2,550 shares — an estimated $289K sold.

Carmel Capital Management first reported a position in EMR in Q4 2021 and held it in 9 quarters. The position peaked at $289K in Q1 2024. 1,950 funds tracked by Wall St. Rank hold EMR as of Q2 2024.

  • Carmel Capital Management reported no remaining Emerson Electric position as of Q2 2024 after selling out during the quarter.
  • Carmel Capital Management sold 2,550 Emerson Electric shares in Q2 2024, an estimated $289K.
  • Carmel Capital Management first reported a position in Emerson Electric in Q4 2021 and held it in 9 quarters.
  • Carmel Capital Management's Emerson Electric position peaked at $289K in Q1 2024.
  • 1,950 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2024.

Based on Carmel Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.