GoalVest Advisory’s Emerson Electric EMR Stock Holding History

GoalVest Advisory’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
2026 Q2	$2.43K	Buy	+17	New	+$2.39K	﹤0.01%	442
2026 Q1	–	Sell	-145	Closed	-$19.2K	–	481
2025 Q4	$19.2K	Hold	145	–	–	﹤0.01%	363
2025 Q3	$19K	Hold	145	–	–	﹤0.01%	299
2025 Q2	$19.3K	Hold	145	–	–	﹤0.01%	273
2025 Q1	$15.9K	Hold	145	–	–	﹤0.01%	248
2024 Q4	$18K	Hold	145	–	–	﹤0.01%	254
2024 Q3	$15.9K	Hold	145	–	–	﹤0.01%	285
2024 Q2	$16K	Hold	145	–	–	0.01%	250
2024 Q1	$16.4K	Sell	145 -35	-19%	-$3.6K	0.01%	281
2023 Q4	$17.5K	Buy	180 +5	+3%	+$458	0.01%	218
2023 Q3	$16.9K	Buy	175 +30	+21%	+$2.86K	0.01%	232
2023 Q2	$13.1K	Buy	+145	New	+$12.2K	0.01%	231
2022 Q3	–	Sell	-900	Closed	-$71K	–	273
2022 Q2	$71K	Buy	900 +756	+525%	+$66.6K	0.05%	147
2022 Q1	$14K	Buy	+144	New	+$13.6K	0.01%	218

Other funds holding EMR

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Talbot Financial Bellevue, Washington $1.36B AUM 31.29% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return