Coppell Advisory Solutions’s Emerson Electric EMR Stock Holding History

Coppell Advisory Solutions’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	-227	Closed	-$28.2K	–	774
2024 Q4	$28.2K	Sell	227 -6	-3%	-$728	﹤0.01%	754
2024 Q3	$25.4K	Buy	233 +6	+3%	+$646	﹤0.01%	768
2024 Q2	$25K	Buy	+227	New	+$25.1K	﹤0.01%	696
2023 Q4	$49.4K	Buy	508 +396	+354%	+$36.3K	0.01%	497
2023 Q3	$10.8K	Sell	112 -477	-81%	-$45.4K	﹤0.01%	596
2023 Q2	$52.6K	Buy	+589	New	+$49.6K	0.01%	347
2023 Q1	–	Sell	-112	Closed	-$10.8K	–	458
2022 Q4	$10.8K	Buy	+112	New	+$10.1K	﹤0.01%	600

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

Coppell Advisory Solutions's EMR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Emerson Electric (EMR) in Q1 2025, closing a stake of 227 shares — an estimated $28.2K sold.

Coppell Advisory Solutions first reported a position in EMR in Q4 2022 and held it in 7 quarters. The position peaked at $52.6K in Q2 2023. 2,069 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

Coppell Advisory Solutions reported no remaining Emerson Electric position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 227 Emerson Electric shares in Q1 2025, an estimated $28.2K.
Coppell Advisory Solutions first reported a position in Emerson Electric in Q4 2022 and held it in 7 quarters.
Coppell Advisory Solutions's Emerson Electric position peaked at $52.6K in Q2 2023.
2,069 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.