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First Trust Direct Indexing’s Emerson Electric EMR Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-22,707
Closed -$2.48M – 283
2024
Q3 		$2.48M Buy
22,707
+2,890
+15% +$311K 0.13% 153
2024
Q2 		$2.18M Buy
19,817
+2,817
+17% +$311K 0.13% 147
2024
Q1 		$1.93M Buy
17,000
+2,577
+18% +$265K 0.14% 148
2023
Q4 		$1.4M Buy
14,423
+589
+4% +$53.9K 0.13% 183
2023
Q3 		$1.34M Sell
13,834
-3,887
-22% -$370K 0.15% 157
2023
Q2 		$1.6M Buy
17,721
+2,570
+17% +$216K 0.18% 126
2023
Q1 		$1.32M Buy
15,151
+1,642
+12% +$143K 0.16% 157
2022
Q4 		$1.3M Buy
13,509
+112
+0.8% +$10.1K 0.17% 146
2022
Q3 		$981K Sell
13,397
-320
-2% -$26.6K 0.14% 188
2022
Q2 		$1.09M Buy
13,717
+500
+4% +$44.1K 0.15% 177
2022
Q1 		$1.3M Buy
13,217
+989
+8% +$93.6K 0.16% 157
2021
Q4 		$1.14M Sell
12,228
-643
-5% -$60.5K 0.15% 161
2021
Q3 		$1.21M Buy
12,871
+1,095
+9% +$109K 0.17% 138
2021
Q2 		$1.13M Buy
11,776
+2,056
+21% +$193K 0.17% 151
2021
Q1 		$877K Buy
9,720
+543
+6% +$46.7K 0.23% 118
2020
Q4 		$738K Buy
+9,177
New +$682K 0.2% 125

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 Trust Direct Indexing's EMR Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Emerson Electric (EMR) in Q4 2024, closing a stake of 22,707 shares — an estimated $2.48M sold.

First Trust Direct Indexing first reported a position in EMR in Q4 2020 and held it in 16 quarters. The position peaked at $2.48M in Q3 2024. 2,120 funds tracked by Wall St. Rank hold EMR as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Emerson Electric position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 22,707 Emerson Electric shares in Q4 2024, an estimated $2.48M.
  • First Trust Direct Indexing first reported a position in Emerson Electric in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's Emerson Electric position peaked at $2.48M in Q3 2024.
  • 2,120 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.