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CWS Financial Advisors’s Emerson Electric EMR Stock Holding History

CWS Financial Advisors’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
-2,495
Closed -$243K – 123
2023
Q4 		$243K Hold
2,495
– – 0.09% 129
2023
Q3 		$241K Hold
2,495
– – 0.1% 124
2023
Q2 		$226K Hold
2,495
– – 0.09% 135
2023
Q1 		$217K Buy
2,495
+60
+2% +$5.24K 0.09% 134
2022
Q4 		$220K Buy
+2,435
New +$219K 0.09% 127
2022
Q2 		– Sell
-2,495
Closed -$245K – 168
2022
Q1 		$245K Hold
2,495
– – 0.09% 132
2021
Q4 		$232K Buy
+2,495
New +$235K 0.08% 140
2021
Q2 		$234K Hold
2,435
– – 0.09% 132
2021
Q1 		$220K Buy
+2,435
New +$209K 0.09% 127
2020
Q4 		– Sell
-4,032
Closed -$264K – 139
2020
Q3 		$264K Hold
4,032
– – 0.18% 100
2020
Q2 		$250K Buy
+4,032
New +$229K 0.18% 106

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

CWS Financial Advisors's EMR Position: Q1 2024 in Review

CWS Financial Advisors sold out of Emerson Electric (EMR) in Q1 2024, closing a stake of 2,495 shares — an estimated $243K sold.

CWS Financial Advisors first reported a position in EMR in Q2 2020 and held it in 11 quarters. The position peaked at $264K in Q3 2020. 1,957 funds tracked by Wall St. Rank hold EMR as of Q1 2024.

  • CWS Financial Advisors reported no remaining Emerson Electric position as of Q1 2024 after selling out during the quarter.
  • CWS Financial Advisors sold 2,495 Emerson Electric shares in Q1 2024, an estimated $243K.
  • CWS Financial Advisors first reported a position in Emerson Electric in Q2 2020 and held it in 11 quarters.
  • CWS Financial Advisors's Emerson Electric position peaked at $264K in Q3 2020.
  • 1,957 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2024.

Based on CWS Financial Advisors's 13F filing for Q1 2024, filed 1 May 2024.