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Custom Portfolio Group’s Emerson Electric EMR Stock Holding History

Custom Portfolio Group’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
Q2 		$2.75K Hold
25
– – ﹤0.01% 210
2024
Q1 		$2.84K Hold
25
– – ﹤0.01% 209
2023
Q4 		$2.43K Buy
+25
New +$2.29K ﹤0.01% 206

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Custom Portfolio Group's EMR Position: Q2 2024 in Review

Custom Portfolio Group held its Emerson Electric (EMR) position steady in Q2 2024 at 25 shares worth $2.75K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Custom Portfolio Group first reported a position in EMR in Q4 2023 and has held it in 3 quarters since. The position peaked at $2.84K in Q1 2024. 1,952 funds tracked by Wall St. Rank hold EMR as of Q2 2024.

  • Custom Portfolio Group held 25 shares of Emerson Electric worth $2.75K as of Q2 2024.
  • Custom Portfolio Group left its Emerson Electric share count unchanged in Q2 2024.
  • Emerson Electric made up ﹤0.01% of Custom Portfolio Group's portfolio in Q2 2024, its #210 holding.
  • Custom Portfolio Group first reported a position in Emerson Electric in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's Emerson Electric position peaked at $2.84K in Q1 2024.
  • 1,952 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.