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Granite Bay Wealth Management’s Emerson Electric EMR Stock Holding History

Granite Bay Wealth Management’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
Q1 		– Sell
-3,591
Closed -$329K – 129
2023
Q4 		$329K Hold
3,591
– – ﹤0.01% 273
2023
Q3 		$342K Buy
+3,591
New +$342K ﹤0.01% 282

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Granite Bay Wealth Management's EMR Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of Emerson Electric (EMR) in Q1 2024, closing a stake of 3,591 shares — an estimated $329K sold.

Granite Bay Wealth Management first reported a position in EMR in Q3 2023 and held it in 2 quarters. The position peaked at $342K in Q3 2023. 1,957 funds tracked by Wall St. Rank hold EMR as of Q1 2024.

  • Granite Bay Wealth Management reported no remaining Emerson Electric position as of Q1 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 3,591 Emerson Electric shares in Q1 2024, an estimated $329K.
  • Granite Bay Wealth Management first reported a position in Emerson Electric in Q3 2023 and held it in 2 quarters.
  • Granite Bay Wealth Management's Emerson Electric position peaked at $342K in Q3 2023.
  • 1,957 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.