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Harbert Fund Advisors’s Emerson Electric EMR Stock Holding History

Harbert Fund 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
2025
Q1 		– Sell
-5,750
Closed -$713K – 71
2024
Q4 		$713K Buy
5,750
+750
+15% +$91K 0.37% 74
2024
Q3 		$547K Hold
5,000
– – 0.32% 61
2024
Q2 		$551K Sell
5,000
-4,000
-44% -$442K 0.39% 44
2024
Q1 		$1.02M Sell
9,000
-4,300
-32% -$442K 0.7% 39
2023
Q4 		$1.29M Buy
13,300
+800
+6% +$73.3K 0.89% 38
2023
Q3 		$1.21M Buy
+12,500
New +$1.19M 0.86% 35

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
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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Harbert Fund Advisors's EMR Position: Q1 2025 in Review

Harbert Fund Advisors sold out of Emerson Electric (EMR) in Q1 2025, closing a stake of 5,750 shares — an estimated $713K sold.

Harbert Fund Advisors first reported a position in EMR in Q3 2023 and held it in 6 quarters. The position peaked at $1.29M in Q4 2023. 2,069 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

  • Harbert Fund Advisors reported no remaining Emerson Electric position as of Q1 2025 after selling out during the quarter.
  • Harbert Fund Advisors sold 5,750 Emerson Electric shares in Q1 2025, an estimated $713K.
  • Harbert Fund Advisors first reported a position in Emerson Electric in Q3 2023 and held it in 6 quarters.
  • Harbert Fund Advisors's Emerson Electric position peaked at $1.29M in Q4 2023.
  • 2,069 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on Harbert Fund Advisors's 13F filing for Q1 2025, filed 14 May 2025.