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ICA Group Wealth Management’s Emerson Electric EMR Stock Holding History

ICA Group 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
Q2 		$89.5K Sell
812
-2,714
-77% -$300K 0.05% 186
2024
Q1 		$400K Buy
3,526
+487
+16% +$50K 0.08% 190
2023
Q4 		$296K Buy
+3,039
New +$278K 0.07% 204
2023
Q3 		– Sell
-1,336
Closed -$121K – 491
2023
Q2 		$121K Hold
1,336
– – 0.03% 298
2023
Q1 		$116K Buy
1,336
+121
+10% +$10.6K 0.03% 318
2022
Q4 		$117K Buy
+1,215
New +$109K 0.03% 333

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

ICA Group Wealth Management's EMR Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Emerson Electric (EMR) stake by 77% in Q2 2024, selling an estimated $300K and leaving 812 shares worth $89.5K. The position accounts for 0.05% of the portfolio, ranked #186.

ICA Group Wealth Management first reported a position in EMR in Q4 2022 and has held it in 6 quarters since. The position peaked at $400K in Q1 2024. 1,950 funds tracked by Wall St. Rank hold EMR as of Q2 2024.

  • ICA Group Wealth Management held 812 shares of Emerson Electric worth $89.5K as of Q2 2024.
  • ICA Group Wealth Management sold 2,714 Emerson Electric shares in Q2 2024, an estimated $300K.
  • Emerson Electric made up 0.05% of ICA Group Wealth Management's portfolio in Q2 2024, its #186 holding.
  • ICA Group Wealth Management first reported a position in Emerson Electric in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's Emerson Electric position peaked at $400K in Q1 2024.
  • 1,950 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.