Carmel Capital Partners’s Emerson Electric EMR Stock Holding History

Carmel Capital Partners’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 Q3	–	Sell	-2,344	Closed	-$258K	–	174
2024 Q2	$258K	Buy	2,344 +271	+13%	+$30K	0.11%	128
2024 Q1	$235K	Buy	+2,073	New	+$213K	0.1%	142
2023 Q4	–	Sell	-1,918	Closed	-$185K	–	308
2023 Q3	$185K	Sell	1,918 -21	-1%	-$2K	0.08%	153
2023 Q2	$175K	Buy	1,939 +101	+5%	+$8.5K	0.09%	129
2023 Q1	$160K	Buy	+1,838	New	+$161K	0.09%	138

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Norges Bank Oslo, Norway $935B AUM

Carmel Capital Partners's EMR Position: Q3 2024 in Review

Carmel Capital Partners sold out of Emerson Electric (EMR) in Q3 2024, closing a stake of 2,344 shares — an estimated $258K sold.

Carmel Capital Partners first reported a position in EMR in Q1 2023 and held it in 5 quarters. The position peaked at $258K in Q2 2024. 1,945 funds tracked by Wall St. Rank hold EMR as of Q3 2024.

Carmel Capital Partners reported no remaining Emerson Electric position as of Q3 2024 after selling out during the quarter.
Carmel Capital Partners sold 2,344 Emerson Electric shares in Q3 2024, an estimated $258K.
Carmel Capital Partners first reported a position in Emerson Electric in Q1 2023 and held it in 5 quarters.
Carmel Capital Partners's Emerson Electric position peaked at $258K in Q2 2024.
1,945 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2024.

Based on Carmel Capital Partners's 13F filing for Q3 2024, filed 1 Nov 2024.