Castleview Partners’s Emerson Electric EMR Stock Holding History

Castleview 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
2025 Q1	–	Sell	-1,290	Closed	-$158K	–	286
2024 Q4	$158K	Buy	1,290 +5	+0.4%	+$606	0.08%	207
2024 Q3	$141K	Sell	1,285 -33	-3%	-$3.55K	0.08%	198
2024 Q2	$145K	Sell	1,318 -24	-2%	-$2.65K	0.08%	202
2024 Q1	$152K	Sell	1,342 -34	-2%	-$3.49K	0.09%	206
2023 Q4	$134K	Buy	1,376 +406	+42%	+$37.2K	0.09%	169
2023 Q3	$93.7K	Buy	970 +868	+851%	+$82.7K	0.09%	184
2023 Q2	$9.21K	Buy	102 +23	+29%	+$1.94K	0.01%	445
2023 Q1	$6.92K	Hold	79	–	–	0.01%	463
2022 Q4	$7.58K	Buy	+79	New	+$7.1K	0.01%	401
2022 Q1	–	Sell	-64,429	Closed	-$693	–	800
2021 Q4	$693	Buy	+64,429	New	+$6.07M	0.01%	456
2021 Q2	$374K	Buy	+3,883	New	+$365K	0.16%	129

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

Castleview Partners's EMR Position: Q1 2025 in Review

Castleview Partners sold out of Emerson Electric (EMR) in Q1 2025, closing a stake of 1,290 shares — an estimated $158K sold.

Castleview Partners first reported a position in EMR in Q2 2021 and held it in 11 quarters. The position peaked at $374K in Q2 2021. 2,069 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

Castleview Partners reported no remaining Emerson Electric position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 1,290 Emerson Electric shares in Q1 2025, an estimated $158K.
Castleview Partners first reported a position in Emerson Electric in Q2 2021 and held it in 11 quarters.
Castleview Partners's Emerson Electric position peaked at $374K in Q2 2021.
2,069 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.