Dechtman Wealth Management’s Emerson Electric EMR Stock Holding History

Dechtman 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 Q4	$469K	Buy	3,783 +6	+0.2%	+$728	0.09%	36
2024 Q3	$413K	Buy	3,777 +7	+0.2%	+$753	0.08%	42
2024 Q2	$415K	Buy	3,770 +7	+0.2%	+$774	0.09%	37
2024 Q1	$427K	Buy	3,763 +6	+0.2%	+$616	0.1%	42
2023 Q4	$365K	Buy	3,757 +8	+0.2%	+$733	0.1%	40
2023 Q3	$362K	Buy	3,749 +7	+0.2%	+$667	0.11%	37
2023 Q2	$338K	Buy	+3,742	New	+$315K	0.1%	38

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dechtman Wealth Management's EMR Position: Q4 2024 in Review

Dechtman Wealth Management increased its Emerson Electric (EMR) stake by 0.16% in Q4 2024, buying an estimated $728 and bringing the position to 3,783 shares worth $469K. The position accounts for 0.09% of the portfolio, ranked #36.

Dechtman Wealth Management first reported a position in EMR in Q2 2023 and has held it in 7 quarters since. 2,122 funds tracked by Wall St. Rank hold EMR as of Q4 2024.

Dechtman Wealth Management held 3,783 shares of Emerson Electric worth $469K as of Q4 2024.
Dechtman Wealth Management bought 6 Emerson Electric shares in Q4 2024, an estimated $728.
Emerson Electric made up 0.09% of Dechtman Wealth Management's portfolio in Q4 2024, its #36 holding.
Dechtman Wealth Management first reported a position in Emerson Electric in Q2 2023 and has held it in 7 quarters since.
2,122 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.