Financial Gravity Asset Management’s Emerson Electric EMR Stock Holding History

Financial Gravity Asset Management’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 Q2	$6.5K	Sell	59 -59	-50%	-$6.52K	﹤0.01%	560
2024 Q1	$12.4K	Sell	118 -1,062	-90%	-$109K	﹤0.01%	674
2023 Q4	$772K	Buy	1,180 +59	+5%	+$5.4K	0.01%	409
2023 Q3	$767K	Buy	1,121 +1,062	+1,800%	+$101K	0.01%	396
2023 Q2	$5	Hold	59	–	–	﹤0.01%	1583
2023 Q1	$5	Sell	59 -37	-39%	-$3.23K	﹤0.01%	919
2022 Q4	$4.85K	Buy	+96	New	+$8.63K	0.03%	408
2022 Q1	–	Sell	-93	Closed	-$26	–	934
2021 Q4	$26	Buy	+93	New	+$8.76K	﹤0.01%	800
2020 Q2	–	Sell	-63	Closed	-$308	–	265
2020 Q1	$308	Sell	63 -19	-23%	-$1.25K	﹤0.01%	642
2019 Q4	$82K	Sell	82 -46	-36%	-$3.31K	0.06%	412
2019 Q3	$9K	Sell	128 -88	-41%	-$5.53K	0.01%	618
2019 Q2	$14K	Sell	216 -50	-19%	-$3.35K	0.01%	526
2019 Q1	$19K	Buy	+266	New	+$17.5K	0.02%	450
2018 Q3	$6K	Hold	90	–	–	0.01%	677
2018 Q2	$7K	Sell	90 -44	-33%	-$3.09K	0.01%	644
2018 Q1	$9K	Buy	+134	New	+$9.54K	0.01%	605

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Norges Bank Oslo, Norway $935B AUM

Financial Gravity Asset Management's EMR Position: Q2 2024 in Review

Financial Gravity Asset Management reduced its Emerson Electric (EMR) stake by 50% in Q2 2024, selling an estimated $6.52K and leaving 59 shares worth $6.5K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Financial Gravity Asset Management first reported a position in EMR in Q1 2018 and has held it in 16 quarters since. The position peaked at $772K in Q4 2023. 1,950 funds tracked by Wall St. Rank hold EMR as of Q2 2024.

Financial Gravity Asset Management held 59 shares of Emerson Electric worth $6.5K as of Q2 2024.
Financial Gravity Asset Management sold 59 Emerson Electric shares in Q2 2024, an estimated $6.52K.
Emerson Electric made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #560 holding.
Financial Gravity Asset Management first reported a position in Emerson Electric in Q1 2018 and has held it in 16 quarters since.
Financial Gravity Asset Management's Emerson Electric position peaked at $772K in Q4 2023.
1,950 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.