Evelyn V. Moreno’s Emerson Electric EMR Stock Holding History

Evelyn V. Moreno’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	$373K	Hold	3,835	–	–	0.18%	88
2023 Q3	$370K	Buy	+3,835	New	+$365K	0.08%	95
2023 Q1	–	Sell	-5,985	Closed	-$575K	–	143
2022 Q4	$575K	Buy	5,985 +650	+12%	+$58.4K	0.13%	84
2022 Q3	$391K	Hold	5,335	–	–	0.18%	99
2022 Q2	$424K	Buy	+5,335	New	+$470K	0.1%	95
2015 Q4	–	Sell	-39,045	Closed	-$1.72M	–	69
2015 Q3	$1.72M	Buy	39,045 +26	+0.1%	+$1.28K	0.74%	54
2015 Q2	$2.16M	Sell	39,019 -28	-0.1%	-$1.65K	0.86%	52
2015 Q1	$2.21M	Sell	39,047 -1,350	-3%	-$78.5K	0.84%	54
2014 Q4	$2.49M	Buy	40,397 +904	+2%	+$56.6K	0.92%	51
2014 Q3	$2.47M	Buy	39,493 +1,425	+4%	+$92.5K	0.95%	52
2014 Q2	$2.53M	Sell	38,068 -370	-1%	-$24.9K	0.95%	52
2014 Q1	$2.57M	Buy	38,438 +1,550	+4%	+$102K	1.01%	52
2013 Q4	$2.59M	Buy	+36,888	New	+$2.46M	1.07%	49

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

Evelyn V. Moreno's EMR Position: Q4 2023 in Review

Evelyn V. Moreno held its Emerson Electric (EMR) position steady in Q4 2023 at 3,835 shares worth $373K. The position accounts for 0.18% of the portfolio, ranked #88.

Evelyn V. Moreno first reported a position in EMR in Q4 2013 and has held it in 13 quarters since. The position peaked at $2.59M in Q4 2013. 1,864 funds tracked by Wall St. Rank hold EMR as of Q4 2023.

Evelyn V. Moreno held 3,835 shares of Emerson Electric worth $373K as of Q4 2023.
Evelyn V. Moreno left its Emerson Electric share count unchanged in Q4 2023.
Emerson Electric made up 0.18% of Evelyn V. Moreno's portfolio in Q4 2023, its #88 holding.
Evelyn V. Moreno first reported a position in Emerson Electric in Q4 2013 and has held it in 13 quarters since.
Evelyn V. Moreno's Emerson Electric position peaked at $2.59M in Q4 2013.
1,864 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.