Covestor’s Emerson Electric EMR Stock Holding History

Covestor’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
2026 Q1	$21K	Sell	160 -72	-31%	-$10.4K	0.01%	1084
2025 Q4	$31K	Buy	232 +6	+3%	+$796	0.02%	1085
2025 Q3	$30K	Sell	226 -870	-79%	-$119K	0.02%	1118
2025 Q2	$146K	Buy	1,096 +269	+33%	+$30.9K	0.09%	331
2025 Q1	$91K	Sell	827 -345	-29%	-$41.6K	0.06%	550
2024 Q4	$145K	Buy	1,172 +37	+3%	+$4.49K	0.09%	305
2024 Q3	$124K	Buy	1,135 +850	+298%	+$91.5K	0.08%	397
2024 Q2	$31K	Hold	285	–	–	0.02%	1037
2024 Q1	$32K	Sell	285 -920	-76%	-$94.5K	0.02%	1045
2023 Q4	$117K	Sell	1,205 -169	-12%	-$15.5K	0.08%	394
2023 Q3	$133K	Buy	1,374 +4	+0.3%	+$381	0.1%	272
2023 Q2	$124K	Buy	1,370 +75	+6%	+$6.31K	0.09%	321
2023 Q1	$113K	Sell	1,295 -75	-5%	-$6.55K	0.1%	313
2022 Q4	$132K	Sell	1,370 -47	-3%	-$4.22K	0.11%	267
2022 Q3	$104K	Sell	1,417 -92	-6%	-$7.64K	0.09%	335
2022 Q2	$120K	Sell	1,509 -18	-1%	-$1.59K	0.1%	310
2022 Q1	$150K	Buy	1,527 +529	+53%	+$50.1K	0.1%	271
2021 Q4	$93K	Buy	+998	New	+$94K	0.13%	194

Other funds holding EMR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return