Eaton Financial Holdings’s Emerson Electric EMR Stock Holding History

Eaton Financial Holdings’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	-6,078	Closed	-$592K	–	98
2023 Q4	$592K	Buy	+6,078	New	+$557K	0.14%	117

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Eaton Financial Holdings's EMR Position: Q1 2024 in Review

Eaton Financial Holdings sold out of Emerson Electric (EMR) in Q1 2024, closing a stake of 6,078 shares — an estimated $592K sold.

Eaton Financial Holdings first reported a position in EMR in Q4 2023 and held it in 1 quarter. The position peaked at $592K in Q4 2023. 1,957 funds tracked by Wall St. Rank hold EMR as of Q1 2024.

Eaton Financial Holdings reported no remaining Emerson Electric position as of Q1 2024 after selling out during the quarter.
Eaton Financial Holdings sold 6,078 Emerson Electric shares in Q1 2024, an estimated $592K.
Eaton Financial Holdings first reported a position in Emerson Electric in Q4 2023 and held it in 1 quarter.
Eaton Financial Holdings's Emerson Electric position peaked at $592K in Q4 2023.
1,957 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2024.

Based on Eaton Financial Holdings's 13F filing for Q1 2024, filed 19 Apr 2024.