Echo Street Capital Management’s Emerson Electric EMR Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-6,523	Closed	-$630K	–	145
2023 Q3	$630K	Buy	6,523 +1,703	+35%	+$162K	0.01%	215
2023 Q2	$436K	Buy	+4,820	New	+$406K	﹤0.01%	301
2022 Q4	–	Sell	-4,878	Closed	-$357K	–	546
2022 Q3	$357K	Buy	4,878 +2,352	+93%	+$195K	﹤0.01%	355
2022 Q2	$201K	Sell	2,526 -1,950	-44%	-$172K	﹤0.01%	499
2022 Q1	$439K	Sell	4,476 -5,090	-53%	-$482K	﹤0.01%	432
2021 Q4	$889K	Buy	9,566 +4,273	+81%	+$402K	0.01%	280
2021 Q3	$499K	Buy	+5,293	New	+$528K	﹤0.01%	411
2021 Q2	–	Sell	-6,275	Closed	-$566K	–	633
2021 Q1	$566K	Sell	6,275 -1,516	-19%	-$130K	0.01%	271
2020 Q4	$626K	Buy	+7,791	New	+$579K	0.01%	233

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

Echo Street Capital Management's EMR Position: Q4 2023 in Review

Echo Street Capital Management sold out of Emerson Electric (EMR) in Q4 2023, closing a stake of 6,523 shares — an estimated $630K sold.

Echo Street Capital Management first reported a position in EMR in Q4 2020 and held it in 9 quarters. The position peaked at $889K in Q4 2021. 1,865 funds tracked by Wall St. Rank hold EMR as of Q4 2023.

Echo Street Capital Management reported no remaining Emerson Electric position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 6,523 Emerson Electric shares in Q4 2023, an estimated $630K.
Echo Street Capital Management first reported a position in Emerson Electric in Q4 2020 and held it in 9 quarters.
Echo Street Capital Management's Emerson Electric position peaked at $889K in Q4 2021.
1,865 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.