Heritage Wealth Management (Arizona)’s Emerson Electric EMR Stock Holding History

Heritage Wealth Management (Arizona)’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 Q2	$1.52M	Sell	13,774 -489	-3%	-$54.1K	0.84%	30
2024 Q1	$1.62M	Buy	+14,263	New	+$1.47M	0.82%	28
2022 Q4	$72.4K	Buy	754 +406	+117%	+$36.5K	0.01%	455
2022 Q3	$25K	Buy	348 +43	+14%	+$3.57K	0.01%	493
2022 Q2	$24.3K	Hold	305	–	–	0.01%	510
2022 Q1	$30K	Buy	+305	New	+$28.9K	0.01%	535
2021 Q3	$45K	Hold	481	–	–	0.02%	455
2021 Q2	$46K	Sell	481 -87	-15%	-$8.18K	0.02%	462
2021 Q1	$51K	Buy	+568	New	+$48.9K	0.03%	371

Other funds holding EMR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Heritage Wealth Management (Arizona)'s EMR Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Emerson Electric (EMR) stake by 3.4% in Q2 2024, selling an estimated $54.1K and leaving 13,774 shares worth $1.52M. The position accounts for 0.84% of the portfolio, ranked #30.

Heritage Wealth Management (Arizona) first reported a position in EMR in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.62M in Q1 2024. 1,952 funds tracked by Wall St. Rank hold EMR as of Q2 2024.

Heritage Wealth Management (Arizona) held 13,774 shares of Emerson Electric worth $1.52M as of Q2 2024.
Heritage Wealth Management (Arizona) sold 489 Emerson Electric shares in Q2 2024, an estimated $54.1K.
Emerson Electric made up 0.84% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #30 holding.
Heritage Wealth Management (Arizona) first reported a position in Emerson Electric in Q1 2021 and has held it in 9 quarters since.
Heritage Wealth Management (Arizona)'s Emerson Electric position peaked at $1.62M in Q1 2024.
1,952 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.