Cassady Schiller Wealth Management’s Emerson Electric EMR Stock Holding History

Cassady Schiller Wealth 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 Q4	$30.9K	Buy	249 +34	+16%	+$4.12K	0.01%	246
2024 Q3	$23.5K	Hold	215	–	–	0.01%	257
2024 Q2	$23.7K	Sell	215 -400	-65%	-$44.2K	0.01%	255
2024 Q1	$69.8K	Sell	615 -260	-30%	-$26.7K	0.03%	182
2023 Q4	$85.2K	Sell	875 -200	-19%	-$18.3K	0.04%	161
2023 Q3	$104K	Buy	1,075 +200	+23%	+$19K	0.06%	144
2023 Q2	$79.1K	Hold	875	–	–	0.04%	157
2023 Q1	$76.2K	Sell	875 -51	-6%	-$4.46K	0.04%	163
2022 Q4	$89K	Buy	+926	New	+$83.2K	0.05%	138
2022 Q1	–	Sell	-607	Closed	-$56K	–	259
2021 Q4	$56K	Buy	+607	New	+$57.2K	0.03%	190

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

Cassady Schiller Wealth Management's EMR Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Emerson Electric (EMR) stake by 16% in Q4 2024, buying an estimated $4.12K and bringing the position to 249 shares worth $30.9K. The position accounts for 0.01% of the portfolio, ranked #246.

Cassady Schiller Wealth Management first reported a position in EMR in Q4 2021 and has held it in 10 quarters since. The position peaked at $104K in Q3 2023. 2,120 funds tracked by Wall St. Rank hold EMR as of Q4 2024.

Cassady Schiller Wealth Management held 249 shares of Emerson Electric worth $30.9K as of Q4 2024.
Cassady Schiller Wealth Management bought 34 Emerson Electric shares in Q4 2024, an estimated $4.12K.
Emerson Electric made up 0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #246 holding.
Cassady Schiller Wealth Management first reported a position in Emerson Electric in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Emerson Electric position peaked at $104K in Q3 2023.
2,120 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.