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Eudaimonia Partners’s Emerson Electric EMR Stock Holding History

Eudaimonia 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
2023
Q2 		– Sell
-3,217
Closed -$280K – 359
2023
Q1 		$280K Buy
3,217
+1,036
+48% +$90.5K 0.07% 269
2022
Q4 		$210K Sell
2,181
-2,514
-54% -$226K 0.05% 313
2022
Q3 		$344K Sell
4,695
-9,255
-66% -$769K 0.09% 214
2022
Q2 		$1.11M Buy
13,950
+332
+2% +$29.3K 0.2% 126
2022
Q1 		$1.33M Buy
+13,618
New +$1.29M 0.23% 117
2021
Q3 		$1.32M Sell
14,026
-5,976
-30% -$596K 0.24% 110
2021
Q2 		$1.93M Buy
20,002
+689
+4% +$64.8K 0.36% 83
2021
Q1 		$1.74M Sell
19,313
-35
-0.2% -$3.01K 0.36% 70
2020
Q4 		$1.55M Buy
19,348
+742
+4% +$55.2K 0.35% 79
2020
Q3 		$1.22M Buy
18,606
+5,232
+39% +$345K 0.31% 82
2020
Q2 		$829K Sell
13,374
-1,519
-10% -$86.3K 0.31% 82
2020
Q1 		$709K Sell
14,893
-16
-0.1% -$1.05K 0.31% 84
2019
Q4 		$1.14M Buy
+14,909
New +$1.07M 0.45% 60

Other funds holding EMR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eudaimonia Partners's EMR Position: Q2 2023 in Review

Eudaimonia Partners sold out of Emerson Electric (EMR) in Q2 2023, closing a stake of 3,217 shares — an estimated $280K sold.

Eudaimonia Partners first reported a position in EMR in Q4 2019 and held it in 13 quarters. The position peaked at $1.93M in Q2 2021. 1,781 funds tracked by Wall St. Rank hold EMR as of Q2 2023.

  • Eudaimonia Partners reported no remaining Emerson Electric position as of Q2 2023 after selling out during the quarter.
  • Eudaimonia Partners sold 3,217 Emerson Electric shares in Q2 2023, an estimated $280K.
  • Eudaimonia Partners first reported a position in Emerson Electric in Q4 2019 and held it in 13 quarters.
  • Eudaimonia Partners's Emerson Electric position peaked at $1.93M in Q2 2021.
  • 1,781 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2023.

Based on Eudaimonia Partners's 13F filing for Q2 2023, filed 19 Jul 2023.