CW
EMR icon

Connectus Wealth’s Emerson Electric EMR Stock Holding History

Connectus Wealth’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
-4,560
Closed -$440K – 508
2023
Q3 		$440K Sell
4,560
-4,975
-52% -$474K 0.01% 399
2023
Q2 		$862K Sell
9,535
-975
-9% -$82.1K 0.02% 294
2023
Q1 		$916K Hold
10,510
– – 0.02% 291
2022
Q4 		$1.01M Buy
10,510
+100
+1% +$8.99K 0.02% 289
2022
Q3 		$762K Buy
10,410
+25
+0.2% +$2.08K 0.02% 364
2022
Q2 		$826K Buy
+10,385
New +$915K 0.02% 292
2022
Q1 		– Sell
-2,794
Closed -$260K – 372
2021
Q4 		$260K Buy
+2,794
New +$263K 0.01% 313

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Connectus Wealth's EMR Position: Q4 2023 in Review

Connectus Wealth sold out of Emerson Electric (EMR) in Q4 2023, closing a stake of 4,560 shares — an estimated $440K sold.

Connectus Wealth first reported a position in EMR in Q4 2021 and held it in 7 quarters. The position peaked at $1.01M in Q4 2022. 1,864 funds tracked by Wall St. Rank hold EMR as of Q4 2023.

  • Connectus Wealth reported no remaining Emerson Electric position as of Q4 2023 after selling out during the quarter.
  • Connectus Wealth sold 4,560 Emerson Electric shares in Q4 2023, an estimated $440K.
  • Connectus Wealth first reported a position in Emerson Electric in Q4 2021 and held it in 7 quarters.
  • Connectus Wealth's Emerson Electric position peaked at $1.01M in Q4 2022.
  • 1,864 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2023.

Based on Connectus Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.