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Geller Advisors’s Emerson Electric EMR Stock Holding History

Geller 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
2024
Q4 		$435K Sell
3,511
-65
-2% -$7.88K 0.03% 148
2024
Q3 		$391K Sell
3,576
-1,627
-31% -$175K 0.03% 171
2024
Q2 		$573K Sell
5,203
-2
-0% -$221 0.04% 124
2024
Q1 		$590K Buy
5,205
+28
+0.5% +$2.88K 0.05% 117
2023
Q4 		$504K Sell
5,177
-2,008
-28% -$184K 0.05% 122
2023
Q3 		$694K Buy
7,185
+2,373
+49% +$226K 0.08% 74
2023
Q2 		$435K Buy
4,812
+2,336
+94% +$197K 0.05% 139
2023
Q1 		$216K Buy
+2,476
New +$216K 0.03% 163
2022
Q3 		– Sell
-2,538
Closed -$202K – 139
2022
Q2 		$202K Hold
2,538
– – 0.04% 133
2022
Q1 		$249K Sell
2,538
-1,578
-38% -$149K 0.05% 131
2021
Q4 		$383K Sell
4,116
-8
-0.2% -$753 0.07% 87
2021
Q3 		$388K Sell
4,124
-33
-0.8% -$3.29K 0.08% 74
2021
Q2 		$400K Buy
4,157
+10
+0.2% +$940 0.09% 66
2021
Q1 		$374K Buy
4,147
+1,648
+66% +$142K 0.09% 65
2020
Q4 		$280K Buy
+2,499
New +$186K 0.07% 82
2018
Q3 		– Sell
-3,162
Closed -$219K – 35
2018
Q2 		$219K Buy
+3,162
New +$222K 0.1% 27

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

Geller Advisors's EMR Position: Q4 2024 in Review

Geller Advisors reduced its Emerson Electric (EMR) stake by 1.8% in Q4 2024, selling an estimated $7.88K and leaving 3,511 shares worth $435K. The position accounts for 0.03% of the portfolio, ranked #148.

Geller Advisors first reported a position in EMR in Q2 2018 and has held it in 16 quarters since. The position peaked at $694K in Q3 2023. 2,120 funds tracked by Wall St. Rank hold EMR as of Q4 2024.

  • Geller Advisors held 3,511 shares of Emerson Electric worth $435K as of Q4 2024.
  • Geller Advisors sold 65 Emerson Electric shares in Q4 2024, an estimated $7.88K.
  • Emerson Electric made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #148 holding.
  • Geller Advisors first reported a position in Emerson Electric in Q2 2018 and has held it in 16 quarters since.
  • Geller Advisors's Emerson Electric position peaked at $694K in Q3 2023.
  • 2,120 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.