Horan Securities’s Emerson Electric EMR Stock Holding History

Horan Securities’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
2023 Q3	–	Sell	-63	Closed	-$5.7K	–	254
2023 Q2	$5.7K	Hold	63	–	–	﹤0.01%	456
2023 Q1	$5.49K	Hold	63	–	–	﹤0.01%	457
2022 Q4	$6.05K	Hold	63	–	–	﹤0.01%	424
2022 Q3	$5K	Hold	63	–	–	﹤0.01%	401
2022 Q2	$5K	Hold	63	–	–	﹤0.01%	411
2022 Q1	$6K	Sell	63 -1	-2%	-$95	﹤0.01%	364
2021 Q4	$6K	Buy	+64	New	+$6.03K	﹤0.01%	367
2021 Q2	$6K	Hold	63	–	–	﹤0.01%	343
2021 Q1	$6K	Buy	63 +32	+103%	+$2.75K	0.01%	310
2020 Q4	$2K	Buy	+31	New	+$2.31K	﹤0.01%	359
2020 Q3	–	Sell	-75	Closed	-$5K	–	348
2020 Q2	$5K	Buy	+75	New	+$4.26K	0.01%	238
2019 Q4	–	Sell	-75	Closed	-$5K	–	85
2019 Q3	$5K	Hold	75	–	–	0.01%	191
2019 Q2	$5K	Hold	75	–	–	0.01%	217
2019 Q1	$5K	Hold	75	–	–	0.01%	181
2018 Q4	$5K	Hold	75	–	–	0.01%	172
2018 Q3	$5K	Sell	75 -75	-50%	-$5.53K	﹤0.01%	163
2018 Q2	$10K	Buy	+150	New	+$10.5K	0.01%	121

Other funds holding EMR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return