Glassman Wealth Services’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-953
| Closed | -$92.8K | – | 704 |
|
|
2023
Q4 | $92.8K | Buy |
953
+26
| +3% | +$2.38K | 0.01% | 314 |
|
|
2023
Q3 | $89.5K | Buy |
927
+9
| +1% | +$857 | 0.01% | 298 |
|
|
2023
Q2 | $83K | Buy |
918
+15
| +2% | +$1.26K | 0.01% | 294 |
|
|
2023
Q1 | $78.7K | Sell |
903
-7
| -0.8% | -$612 | 0.01% | 301 |
|
|
2022
Q4 | $87.4K | Sell |
910
-27
| -3% | -$2.43K | 0.02% | 294 |
|
|
2022
Q3 | $69K | Sell |
937
-23
| -2% | -$1.91K | 0.01% | 315 |
|
|
2022
Q2 | $76K | Sell |
960
-54
| -5% | -$4.76K | 0.02% | 308 |
|
|
2022
Q1 | $99K | Buy |
1,014
+356
| +54% | +$33.7K | 0.02% | 262 |
|
|
2021
Q4 | $61K | Buy |
658
+3
| +0.5% | +$282 | 0.01% | 332 |
|
|
2021
Q3 | $62K | Buy |
655
+42
| +7% | +$4.19K | 0.01% | 315 |
|
|
2021
Q2 | $59K | Buy |
613
+44
| +8% | +$4.14K | 0.01% | 310 |
|
|
2021
Q1 | $51K | Buy |
569
+62
| +12% | +$5.33K | 0.01% | 318 |
|
|
2020
Q4 | $41K | Buy |
507
+62
| +14% | +$4.61K | 0.01% | 367 |
|
|
2020
Q3 | $29K | Buy |
445
+94
| +27% | +$6.19K | 0.01% | 378 |
|
|
2020
Q2 | $22K | Buy |
351
+176
| +101% | +$10K | 0.01% | 368 |
|
|
2020
Q1 | $8K | Sell |
175
-190
| -52% | -$12.5K | ﹤0.01% | 453 |
|
|
2019
Q4 | $28K | Buy |
365
+36
| +11% | +$2.59K | 0.01% | 329 |
|
|
2019
Q3 | $22K | Sell |
329
-36
| -10% | -$2.26K | 0.01% | 347 |
|
|
2019
Q2 | $24K | Sell |
365
-37
| -9% | -$2.48K | 0.01% | 340 |
|
|
2019
Q1 | $28K | Buy |
402
+284
| +241% | +$18.7K | 0.01% | 307 |
|
|
2018
Q4 | $7K | Hold |
118
| – | – | ﹤0.01% | 394 |
|
|
2018
Q3 | $9K | Sell |
118
-12
| -9% | -$885 | ﹤0.01% | 403 |
|
|
2018
Q2 | $9K | Buy |
130
+12
| +10% | +$843 | ﹤0.01% | 376 |
|
|
2018
Q1 | $8K | Buy |
118
+4
| +4% | +$285 | ﹤0.01% | 374 |
|
|
2017
Q4 | $8K | Buy |
114
+11
| +11% | +$713 | ﹤0.01% | 352 |
|
|
2017
Q3 | $6K | Hold |
103
| – | – | ﹤0.01% | 340 |
|
|
2017
Q2 | $6K | Hold |
103
| – | – | ﹤0.01% | 341 |
|
|
2017
Q1 | $6K | Buy |
103
+3
| +3% | +$179 | ﹤0.01% | 390 |
|
|
2016
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 417 |
|
|
2016
Q3 | $5K | Hold |
100
| – | – | ﹤0.01% | 360 |
|
|
2016
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 380 |
|
|
2016
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 369 |
|
|
2015
Q4 | $5K | Hold |
100
| – | – | ﹤0.01% | 369 |
|
|
2015
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 373 |
|
|
2015
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 368 |
|
|
2015
Q1 | $6K | Hold |
100
| – | – | ﹤0.01% | 375 |
|
|
2014
Q4 | $6K | Buy |
+100
| New | +$6.26K | ﹤0.01% | 412 |
|
Other funds holding EMR
Glassman Wealth Services's EMR Position: Q1 2024 in Review
Glassman Wealth Services sold out of Emerson Electric (EMR) in Q1 2024, closing a stake of 953 shares — an estimated $92.8K sold.
Glassman Wealth Services first reported a position in EMR in Q4 2014 and held it in 37 quarters. The position peaked at $99K in Q1 2022. 1,957 funds tracked by Wall St. Rank hold EMR as of Q1 2024.
- Glassman Wealth Services reported no remaining Emerson Electric position as of Q1 2024 after selling out during the quarter.
- Glassman Wealth Services sold 953 Emerson Electric shares in Q1 2024, an estimated $92.8K.
- Glassman Wealth Services first reported a position in Emerson Electric in Q4 2014 and held it in 37 quarters.
- Glassman Wealth Services's Emerson Electric position peaked at $99K in Q1 2022.
- 1,957 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2024.
Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.