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EnRich Financial Partners’s Emerson Electric EMR Stock Holding History

EnRich Financial Partners’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
2025
Q1 		– Sell
-400
Closed -$49.6K – 105
2024
Q4 		$49.6K Hold
400
– – 0.02% 109
2024
Q3 		$43.7K Hold
400
– – 0.01% 113
2024
Q2 		$44.1K Hold
400
– – 0.02% 111
2024
Q1 		$45.4K Buy
+400
New +$41.1K 0.02% 100

Other funds holding EMR

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

EnRich Financial Partners's EMR Position: Q1 2025 in Review

EnRich Financial Partners sold out of Emerson Electric (EMR) in Q1 2025, closing a stake of 400 shares — an estimated $49.6K sold.

EnRich Financial Partners first reported a position in EMR in Q1 2024 and held it in 4 quarters. The position peaked at $49.6K in Q4 2024. 2,070 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

  • EnRich Financial Partners reported no remaining Emerson Electric position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 400 Emerson Electric shares in Q1 2025, an estimated $49.6K.
  • EnRich Financial Partners first reported a position in Emerson Electric in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Emerson Electric position peaked at $49.6K in Q4 2024.
  • 2,070 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.