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First Personal Financial Services’s Emerson Electric EMR Stock Holding History

First Personal Financial Services’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
Q3 		$257K Buy
2,346
+155
+7% +$16.7K 0.05% 113
2024
Q2 		$241K Hold
2,191
– – 0.05% 110
2024
Q1 		$249K Sell
2,191
-358
-14% -$36.8K 0.06% 107
2023
Q4 		$248K Sell
2,549
-560
-18% -$51.3K 0.06% 103
2023
Q3 		$300K Hold
3,109
– – 0.08% 96
2023
Q2 		$281K Hold
3,109
– – 0.07% 98
2023
Q1 		$271K Sell
3,109
-150
-5% -$13.1K 0.07% 101
2022
Q4 		$313K Hold
3,259
– – 0.08% 94
2022
Q3 		$239K Buy
3,259
+358
+12% +$29.7K 0.07% 108
2022
Q2 		$231K Hold
2,901
– – 0.06% 103
2022
Q1 		$284K Sell
2,901
-1,072
-27% -$101K 0.07% 106
2021
Q4 		$369K Buy
3,973
+2
+0.1% +$188 0.08% 95
2021
Q3 		$374K Sell
3,971
-500
-11% -$49.9K 0.09% 95
2021
Q2 		$430K Sell
4,471
-300
-6% -$28.2K 0.11% 87
2021
Q1 		$430K Sell
4,771
-325
-6% -$28K 0.12% 82
2020
Q4 		$410K Sell
5,096
-162
-3% -$12K 0.12% 83
2020
Q3 		$345K Sell
5,258
-138
-3% -$9.09K 0.11% 87
2020
Q2 		$335K Sell
5,396
-125
-2% -$7.1K 0.11% 88
2020
Q1 		$263K Sell
5,521
-583
-10% -$38.4K 0.1% 93
2019
Q4 		$465K Sell
6,104
-249
-4% -$17.9K 0.15% 87
2019
Q3 		$425K Sell
6,353
-375
-6% -$23.6K 0.13% 95
2019
Q2 		$449K Buy
6,728
+280
+4% +$18.8K 0.13% 120
2019
Q1 		$441K Sell
6,448
-650
-9% -$42.7K 0.13% 121
2018
Q4 		$424K Sell
7,098
-150
-2% -$10.1K 0.15% 121
2018
Q3 		$555K Sell
7,248
-178
-2% -$13.1K 0.18% 110
2018
Q2 		$513K Sell
7,426
-720
-9% -$50.6K 0.17% 115
2018
Q1 		$557K Hold
8,146
– – 0.12% 139
2017
Q4 		$568K Sell
8,146
-1,190
-13% -$77.1K 0.11% 143
2017
Q3 		$587K Buy
9,336
+70
+0.8% +$4.22K 0.12% 131
2017
Q2 		$552K Hold
9,266
– – 0.12% 135
2017
Q1 		$555K Sell
9,266
-595
-6% -$35.5K 0.13% 119
2016
Q4 		$550K Sell
9,861
-395
-4% -$21.2K 0.15% 116
2016
Q3 		$559K Sell
10,256
-475
-4% -$25.5K 0.16% 109
2016
Q2 		$560K Buy
10,731
+515
+5% +$27.4K 0.19% 105
2016
Q1 		$556K Sell
10,216
-1,902
-16% -$91.7K 0.28% 84
2015
Q4 		$580K Sell
12,118
-195
-2% -$9.28K 0.33% 77
2015
Q3 		$544K Sell
12,313
-149
-1% -$7.33K 0.33% 77
2015
Q2 		$691K Sell
12,462
-1,235
-9% -$72.6K 0.41% 70
2015
Q1 		$776K Sell
13,697
-214
-2% -$12.4K 0.47% 68
2014
Q4 		$858K Buy
+13,911
New +$871K 0.5% 65

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

First Personal Financial Services's EMR Position: Q3 2024 in Review

First Personal Financial Services increased its Emerson Electric (EMR) stake by 7.1% in Q3 2024, buying an estimated $16.7K and bringing the position to 2,346 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #113.

First Personal Financial Services first reported a position in EMR in Q4 2014 and has held it in 40 quarters since. The position peaked at $858K in Q4 2014. 1,945 funds tracked by Wall St. Rank hold EMR as of Q3 2024.

  • First Personal Financial Services held 2,346 shares of Emerson Electric worth $257K as of Q3 2024.
  • First Personal Financial Services bought 155 Emerson Electric shares in Q3 2024, an estimated $16.7K.
  • Emerson Electric made up 0.05% of First Personal Financial Services's portfolio in Q3 2024, its #113 holding.
  • First Personal Financial Services first reported a position in Emerson Electric in Q4 2014 and has held it in 40 quarters since.
  • First Personal Financial Services's Emerson Electric position peaked at $858K in Q4 2014.
  • 1,945 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.