Householder Group Estate & Retirement Specialist’s Emerson Electric EMR Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-324	Closed	-$35K	–	730
2024 Q3	$35K	Sell	324 -103	-24%	-$11.1K	0.01%	556
2024 Q2	$47K	Hold	427	–	–	0.01%	492
2024 Q1	$48.4K	Hold	427	–	–	0.01%	477
2023 Q4	$41K	Sell	427 -360	-46%	-$33K	0.01%	496
2023 Q3	$76K	Buy	+787	New	+$75K	0.03%	369
2023 Q1	$87K	Buy	+994	New	+$86.9K	0.03%	335
2022 Q4	–	Sell	-1,043	Closed	-$76K	–	529
2022 Q3	$76K	Buy	+1,043	New	+$86.6K	0.03%	313

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Householder Group Estate & Retirement Specialist's EMR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Emerson Electric (EMR) in Q4 2024, closing a stake of 324 shares — an estimated $35K sold.

Householder Group Estate & Retirement Specialist first reported a position in EMR in Q3 2022 and held it in 7 quarters. The position peaked at $87K in Q1 2023. 2,121 funds tracked by Wall St. Rank hold EMR as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Emerson Electric position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 324 Emerson Electric shares in Q4 2024, an estimated $35K.
Householder Group Estate & Retirement Specialist first reported a position in Emerson Electric in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Emerson Electric position peaked at $87K in Q1 2023.
2,121 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.