Certified Advisory Corp’s Emerson Electric EMR Stock Holding History

Certified Advisory Corp’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
2023 Q4	–	Sell	-356	Closed	-$34.4K	–	284
2023 Q3	$34.4K	Hold	356	–	–	0.01%	256
2023 Q2	$32.2K	Sell	356 -147	-29%	-$12.4K	0.01%	238
2023 Q1	$43.8K	Buy	+503	New	+$44K	0.01%	249
2022 Q3	–	Sell	-15	Closed	-$1K	–	231
2022 Q2	$1K	Sell	15 -340	-96%	-$30K	﹤0.01%	229
2022 Q1	$34K	Buy	+355	New	+$33.6K	0.01%	227
2021 Q4	–	Sell	-15	Closed	-$1K	–	232
2021 Q3	$1K	Buy	+15	New	+$1.5K	﹤0.01%	241
2021 Q2	–	Sell	-393	Closed	-$35K	–	356
2021 Q1	$35K	Buy	+393	New	+$33.8K	0.01%	399
2020 Q2	$9K	Hold	137	–	–	﹤0.01%	565
2020 Q1	$7K	Hold	137	–	–	﹤0.01%	578
2019 Q4	$10K	Hold	137	–	–	﹤0.01%	585
2019 Q3	$9K	Hold	137	–	–	﹤0.01%	594
2019 Q2	$9K	Hold	137	–	–	﹤0.01%	594
2019 Q1	$9K	Buy	137 +122	+813%	+$8.02K	﹤0.01%	562
2018 Q4	$1K	Hold	15	–	–	﹤0.01%	706
2018 Q3	$1K	Hold	15	–	–	﹤0.01%	742
2018 Q2	$1K	Hold	15	–	–	﹤0.01%	731
2018 Q1	$1K	Hold	15	–	–	﹤0.01%	695
2017 Q4	$1K	Buy	+15	New	+$972	﹤0.01%	663

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Norges Bank Oslo, Norway $935B AUM

Certified Advisory Corp's EMR Position: Q4 2023 in Review

Certified Advisory Corp sold out of Emerson Electric (EMR) in Q4 2023, closing a stake of 356 shares — an estimated $34.4K sold.

Certified Advisory Corp first reported a position in EMR in Q4 2017 and held it in 18 quarters. The position peaked at $43.8K in Q1 2023. 1,864 funds tracked by Wall St. Rank hold EMR as of Q4 2023.

Certified Advisory Corp reported no remaining Emerson Electric position as of Q4 2023 after selling out during the quarter.
Certified Advisory Corp sold 356 Emerson Electric shares in Q4 2023, an estimated $34.4K.
Certified Advisory Corp first reported a position in Emerson Electric in Q4 2017 and held it in 18 quarters.
Certified Advisory Corp's Emerson Electric position peaked at $43.8K in Q1 2023.
1,864 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2023.

Based on Certified Advisory Corp's 13F filing for Q4 2023, filed 9 Feb 2024.