IMZ Advisory’s Emerson Electric EMR Stock Holding History

IMZ Advisory’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	-2,141	Closed	-$265K	–	42
2024 Q4	$265K	Buy	2,141 +9	+0.4%	+$1.09K	0.12%	33
2024 Q3	$238K	Buy	+2,132	New	+$229K	0.11%	33

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

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

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

IMZ Advisory's EMR Position: Q1 2025 in Review

IMZ Advisory sold out of Emerson Electric (EMR) in Q1 2025, closing a stake of 2,141 shares — an estimated $265K sold.

IMZ Advisory first reported a position in EMR in Q3 2024 and held it in 2 quarters. The position peaked at $265K in Q4 2024. 2,069 funds tracked by Wall St. Rank hold EMR as of Q1 2025.

IMZ Advisory reported no remaining Emerson Electric position as of Q1 2025 after selling out during the quarter.
IMZ Advisory sold 2,141 Emerson Electric shares in Q1 2025, an estimated $265K.
IMZ Advisory first reported a position in Emerson Electric in Q3 2024 and held it in 2 quarters.
IMZ Advisory's Emerson Electric position peaked at $265K in Q4 2024.
2,069 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2025.

Based on IMZ Advisory's 13F filing for Q1 2025, filed 9 Apr 2025.