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Fi3 Financial Advisors’s Emerson Electric EMR Stock Holding History

Fi3 Financial Advisors’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
-1,848
Closed -$229K – 140
2024
Q4 		$229K Sell
1,848
-170
-8% -$20.6K 0.09% 102
2024
Q3 		$221K Buy
+2,018
New +$217K 0.09% 94

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
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

Fi3 Financial Advisors's EMR Position: Q1 2025 in Review

Fi3 Financial Advisors sold out of Emerson Electric (EMR) in Q1 2025, closing a stake of 1,848 shares — an estimated $229K sold.

Fi3 Financial Advisors first reported a position in EMR in Q3 2024 and held it in 2 quarters. The position peaked at $229K in Q4 2024. 2,070 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

  • Fi3 Financial Advisors reported no remaining Emerson Electric position as of Q1 2025 after selling out during the quarter.
  • Fi3 Financial Advisors sold 1,848 Emerson Electric shares in Q1 2025, an estimated $229K.
  • Fi3 Financial Advisors first reported a position in Emerson Electric in Q3 2024 and held it in 2 quarters.
  • Fi3 Financial Advisors's Emerson Electric position peaked at $229K in Q4 2024.
  • 2,070 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on Fi3 Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.