CWM
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Curi Wealth Management’s Emerson Electric EMR Stock Holding History

Curi Wealth Management’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
2024
Q1 		– Sell
-3,464
Closed -$337K – 44
2023
Q4 		$337K Buy
3,464
+90
+3% +$8.24K 0.05% 116
2023
Q3 		$326K Buy
3,374
+21
+0.6% +$2K 0.05% 106
2023
Q2 		$303K Buy
3,353
+3
+0.1% +$252 0.04% 126
2023
Q1 		$292K Sell
3,350
-841
-20% -$73.5K 0.04% 126
2022
Q4 		$403K Buy
4,191
+205
+5% +$18.4K 0.06% 123
2022
Q3 		$292K Buy
3,986
+1,701
+74% +$141K 0.05% 138
2022
Q2 		$182K Buy
2,285
+195
+9% +$17.2K 0.04% 124
2022
Q1 		$204K Buy
2,090
+12
+0.6% +$1.14K 0.04% 116
2021
Q4 		$193K Buy
+2,078
New +$196K 0.03% 112
2021
Q3 		– Sell
-2,675
Closed -$257K – 89
2021
Q2 		$257K Buy
2,675
+14
+0.5% +$1.32K 0.13% 79
2021
Q1 		$240K Buy
2,661
+14
+0.5% +$1.2K 0.15% 78
2020
Q4 		$212K Buy
+2,647
New +$197K 0.15% 79

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Curi Wealth Management's EMR Position: Q1 2024 in Review

Curi Wealth Management sold out of Emerson Electric (EMR) in Q1 2024, closing a stake of 3,464 shares — an estimated $337K sold.

Curi Wealth Management first reported a position in EMR in Q4 2020 and held it in 12 quarters. The position peaked at $403K in Q4 2022. 1,957 funds tracked by Wall St. Rank hold EMR as of Q1 2024.

  • Curi Wealth Management reported no remaining Emerson Electric position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 3,464 Emerson Electric shares in Q1 2024, an estimated $337K.
  • Curi Wealth Management first reported a position in Emerson Electric in Q4 2020 and held it in 12 quarters.
  • Curi Wealth Management's Emerson Electric position peaked at $403K in Q4 2022.
  • 1,957 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.