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First Trust Investment Solutions’s Emerson Electric EMR Stock Holding History

First Trust Investment Solutions’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 		$679K Buy
6,205
+3,859
+164% +$415K 0.08% 170
2024
Q2 		$258K Buy
+2,346
New +$259K 0.04% 223
2024
Q1 		– Sell
-2,991
Closed -$291K – 255
2023
Q4 		$291K Buy
+2,991
New +$274K 0.06% 182

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 Trust Investment Solutions's EMR Position: Q3 2024 in Review

First Trust Investment Solutions increased its Emerson Electric (EMR) stake by 164% in Q3 2024, buying an estimated $415K and bringing the position to 6,205 shares worth $679K. The position accounts for 0.08% of the portfolio, ranked #170.

First Trust Investment Solutions first reported a position in EMR in Q4 2023 and has held it in 3 quarters since. 1,945 funds tracked by Wall St. Rank hold EMR as of Q3 2024.

  • First Trust Investment Solutions held 6,205 shares of Emerson Electric worth $679K as of Q3 2024.
  • First Trust Investment Solutions bought 3,859 Emerson Electric shares in Q3 2024, an estimated $415K.
  • Emerson Electric made up 0.08% of First Trust Investment Solutions's portfolio in Q3 2024, its #170 holding.
  • First Trust Investment Solutions first reported a position in Emerson Electric in Q4 2023 and has held it in 3 quarters since.
  • 1,945 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.