Delta Financial Group’s Emerson Electric EMR Stock Holding History

Delta Financial 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
2023 Q4	–	Sell	-2,222	Closed	-$215K	–	223
2023 Q3	$215K	Buy	+2,222	New	+$212K	0.07%	186

Other funds holding EMR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Delta Financial Group's EMR Position: Q4 2023 in Review

Delta Financial Group sold out of Emerson Electric (EMR) in Q4 2023, closing a stake of 2,222 shares — an estimated $215K sold.

Delta Financial Group first reported a position in EMR in Q3 2023 and held it in 1 quarter. The position peaked at $215K in Q3 2023. 1,864 funds tracked by Wall St. Rank hold EMR as of Q4 2023.

Delta Financial Group reported no remaining Emerson Electric position as of Q4 2023 after selling out during the quarter.
Delta Financial Group sold 2,222 Emerson Electric shares in Q4 2023, an estimated $215K.
Delta Financial Group first reported a position in Emerson Electric in Q3 2023 and held it in 1 quarter.
Delta Financial Group's Emerson Electric position peaked at $215K in Q3 2023.
1,864 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2023.

Based on Delta Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.