Edge Capital Group’s Emerson Electric EMR Stock Holding History

Edge Capital 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
2024 Q4	$389K	Sell	570 -2,571	-82%	-$312K	0.02%	235
2024 Q3	$344K	Hold	3,141	–	–	0.02%	252
2024 Q2	$346K	Hold	3,141	–	–	0.02%	244
2024 Q1	$356K	Sell	3,141 -11	-0.3%	-$1.13K	0.02%	243
2023 Q4	$307K	Buy	+3,152	New	+$289K	0.02%	249
2023 Q2	–	Sell	-1,822	Closed	-$159K	–	341
2023 Q1	$159K	Sell	1,822 -158	-8%	-$13.8K	0.01%	317
2022 Q4	$190K	Hold	1,980	–	–	0.01%	290
2022 Q3	$145K	Sell	1,980 -3,293	-62%	-$273K	0.01%	291
2022 Q2	$701K	Buy	+5,273	New	+$465K	0.06%	161
2022 Q1	–	Sell	-2,180	Closed	-$203K	–	302
2021 Q4	$203K	Sell	2,180 -32	-1%	-$3.01K	0.01%	271
2021 Q3	$208K	Hold	2,212	–	–	0.02%	260
2021 Q2	$213K	Buy	+2,212	New	+$208K	0.02%	256
2019 Q3	–	Sell	-3,593	Closed	-$240K	–	234
2019 Q2	$240K	Hold	3,593	–	–	0.02%	232
2019 Q1	$246K	Sell	3,593 -220	-6%	-$14.5K	0.02%	215
2018 Q4	$228K	Buy	+3,813	New	+$257K	0.02%	212

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Edge Capital Group's EMR Position: Q4 2024 in Review

Edge Capital Group reduced its Emerson Electric (EMR) stake by 82% in Q4 2024, selling an estimated $312K and leaving 570 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #235.

Edge Capital Group first reported a position in EMR in Q4 2018 and has held it in 15 quarters since. The position peaked at $701K in Q2 2022. 2,120 funds tracked by Wall St. Rank hold EMR as of Q4 2024.

Edge Capital Group held 570 shares of Emerson Electric worth $389K as of Q4 2024.
Edge Capital Group sold 2,571 Emerson Electric shares in Q4 2024, an estimated $312K.
Emerson Electric made up 0.02% of Edge Capital Group's portfolio in Q4 2024, its #235 holding.
Edge Capital Group first reported a position in Emerson Electric in Q4 2018 and has held it in 15 quarters since.
Edge Capital Group's Emerson Electric position peaked at $701K in Q2 2022.
2,120 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.