Eagle Ridge Investment Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.17M | Hold |
9,472
| – | – | 0.1% | 62 |
|
|
2024
Q3 | $1.04M | Hold |
9,472
| – | – | 0.09% | 69 |
|
|
2024
Q2 | $1.04M | Hold |
9,472
| – | – | 0.1% | 68 |
|
|
2024
Q1 | $1.07M | Hold |
9,472
| – | – | 0.1% | 67 |
|
|
2023
Q4 | $922K | Sell |
9,472
-700
| -7% | -$64.1K | 0.09% | 75 |
|
|
2023
Q3 | $982K | Hold |
10,172
| – | – | 0.11% | 70 |
|
|
2023
Q2 | $919K | Buy |
10,172
+380
| +4% | +$32K | 0.1% | 77 |
|
|
2023
Q1 | $853K | Sell |
9,792
-1,915
| -16% | -$167K | 0.1% | 81 |
|
|
2022
Q4 | $1.12M | Hold |
11,707
| – | – | 0.13% | 73 |
|
|
2022
Q3 | $857K | Buy |
11,707
+134
| +1% | +$11.1K | 0.11% | 77 |
|
|
2022
Q2 | $921K | Hold |
11,573
| – | – | 0.11% | 77 |
|
|
2022
Q1 | $1.14M | Sell |
11,573
-1,500
| -11% | -$142K | 0.12% | 75 |
|
|
2021
Q4 | $1.22M | Buy |
13,073
+320
| +3% | +$30.1K | 0.13% | 76 |
|
|
2021
Q3 | $1.2M | Hold |
12,753
| – | – | 0.13% | 74 |
|
|
2021
Q2 | $1.23M | Hold |
12,753
| – | – | 0.14% | 70 |
|
|
2021
Q1 | $1.15M | Hold |
12,753
| – | – | 0.14% | 71 |
|
|
2020
Q4 | $1.02M | Hold |
12,753
| – | – | 0.13% | 73 |
|
|
2020
Q3 | $836K | Hold |
12,753
| – | – | 0.12% | 76 |
|
|
2020
Q2 | $791K | Hold |
12,753
| – | – | 0.12% | 70 |
|
|
2020
Q1 | $608K | Sell |
12,753
-2,039
| -14% | -$134K | 0.11% | 77 |
|
|
2019
Q4 | $1.13M | Hold |
14,792
| – | – | 0.15% | 71 |
|
|
2019
Q3 | $989K | Hold |
14,792
| – | – | 0.14% | 75 |
|
|
2019
Q2 | $987K | Hold |
14,792
| – | – | 0.14% | 74 |
|
|
2019
Q1 | $1.01M | Hold |
14,792
| – | – | 0.15% | 74 |
|
|
2018
Q4 | $884K | Hold |
14,792
| – | – | 0.15% | 78 |
|
|
2018
Q3 | $1.13M | Hold |
14,792
| – | – | 0.16% | 75 |
|
|
2018
Q2 | $1.02M | Hold |
14,792
| – | – | 0.15% | 77 |
|
|
2018
Q1 | $1.01M | Buy |
14,792
+89
| +0.6% | +$6.34K | 0.16% | 78 |
|
|
2017
Q4 | $1.02M | Buy |
14,703
+3,500
| +31% | +$227K | 0.16% | 81 |
|
|
2017
Q3 | $704K | Buy |
+11,203
| New | +$676K | 0.12% | 93 |
|
|
2016
Q4 | – | Sell |
-7,080
| Closed | -$386K | – | 144 |
|
|
2016
Q3 | $386K | Sell |
7,080
-62,287
| -90% | -$3.34M | 0.09% | 93 |
|
|
2016
Q2 | $3.62M | Buy |
69,367
+6,260
| +10% | +$333K | 0.83% | 59 |
|
|
2016
Q1 | $3.43M | Sell |
63,107
-3,695
| -6% | -$178K | 0.8% | 63 |
|
|
2015
Q4 | $3.19M | Sell |
66,802
-3,465
| -5% | -$165K | 0.77% | 63 |
|
|
2015
Q3 | $3.1M | Sell |
70,267
-86
| -0.1% | -$4.23K | 0.8% | 58 |
|
|
2015
Q2 | $3.9M | Buy |
70,353
+481
| +0.7% | +$28.3K | 1.76% | 31 |
|
|
2015
Q1 | $3.96M | Buy |
69,872
+282
| +0.4% | +$16.4K | 1.8% | 29 |
|
|
2014
Q4 | $4.3M | Sell |
69,590
-253
| -0.4% | -$15.8K | 1.97% | 30 |
|
|
2014
Q3 | $4.37M | Sell |
69,843
-2,473
| -3% | -$161K | 2.1% | 28 |
|
|
2014
Q2 | $4.8M | Buy |
72,316
+88
| +0.1% | +$5.92K | 2.24% | 25 |
|
|
2014
Q1 | $4.83M | Sell |
72,228
-865
| -1% | -$56.9K | 2.35% | 24 |
|
|
2013
Q4 | $5.13M | Sell |
73,093
-2,637
| -3% | -$176K | 2.57% | 23 |
|
|
2013
Q3 | $4.9M | Sell |
75,730
-939
| -1% | -$57.4K | 2.71% | 20 |
|
|
2013
Q2 | $4.18M | Buy |
+76,669
| New | +$4.31M | 2.42% | 24 |
|
Other funds holding EMR
Eagle Ridge Investment Management's EMR Position: Q4 2024 in Review
Eagle Ridge Investment Management held its Emerson Electric (EMR) position steady in Q4 2024 at 9,472 shares worth $1.17M. The position accounts for 0.1% of the portfolio, ranked #62.
Eagle Ridge Investment Management first reported a position in EMR in Q2 2013 and has held it in 44 quarters since. The position peaked at $5.13M in Q4 2013. 2,120 funds tracked by Wall St. Rank hold EMR as of Q4 2024.
- Eagle Ridge Investment Management held 9,472 shares of Emerson Electric worth $1.17M as of Q4 2024.
- Eagle Ridge Investment Management left its Emerson Electric share count unchanged in Q4 2024.
- Emerson Electric made up 0.1% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #62 holding.
- Eagle Ridge Investment Management first reported a position in Emerson Electric in Q2 2013 and has held it in 44 quarters since.
- Eagle Ridge Investment Management's Emerson Electric position peaked at $5.13M in Q4 2013.
- 2,120 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.
Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.