IF
EMR icon

Insight Folios’s Emerson Electric EMR Stock Holding History

Insight Folios’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
Q3 		$1.2M Sell
10,992
-132
-1% -$14.2K 0.43% 36
2024
Q2 		$1.23M Sell
11,124
-1,237
-10% -$137K 0.5% 35
2024
Q1 		$1.4M Sell
12,361
-1,434
-10% -$147K 0.57% 33
2023
Q4 		$1.34M Sell
13,795
-211
-2% -$19.3K 0.58% 31
2023
Q3 		$1.35M Sell
14,006
-2,814
-17% -$268K 0.66% 31
2023
Q2 		$1.52M Sell
16,820
-1,771
-10% -$149K 0.64% 32
2023
Q1 		$1.62M Sell
18,591
-6,747
-27% -$590K 0.72% 32
2022
Q4 		$2.43M Sell
25,338
-42,852
-63% -$3.85M 1.1% 31
2022
Q3 		$4.99M Sell
68,190
-37
-0.1% -$3.07K 2.54% 21
2022
Q2 		$5.43M Buy
68,227
+4,421
+7% +$390K 2.58% 22
2022
Q1 		$6.26M Buy
63,806
+3,979
+7% +$377K 2.79% 9
2021
Q4 		$5.56M Buy
59,827
+1,217
+2% +$115K 2.61% 10
2021
Q3 		$5.52M Sell
58,610
-1,317
-2% -$131K 3.04% 5
2021
Q2 		$5.77M Buy
59,927
+909
+2% +$85.5K 3.39% 7
2021
Q1 		$5.33M Sell
59,018
-602
-1% -$51.8K 3.65% 7
2020
Q4 		$4.79M Buy
59,620
+2,458
+4% +$183K 3.56% 6
2020
Q3 		$3.75M Sell
57,162
-178
-0.3% -$11.7K 3.47% 7
2020
Q2 		$3.56M Buy
57,340
+354
+0.6% +$20.1K 3.41% 4
2020
Q1 		$2.71M Buy
56,986
+5,411
+10% +$356K 3.11% 18
2019
Q4 		$3.93M Buy
+51,575
New +$3.72M 3.49% 8

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Insight Folios's EMR Position: Q3 2024 in Review

Insight Folios reduced its Emerson Electric (EMR) stake by 1.2% in Q3 2024, selling an estimated $14.2K and leaving 10,992 shares worth $1.2M. The position accounts for 0.43% of the portfolio, ranked #36.

Insight Folios first reported a position in EMR in Q4 2019 and has held it in 20 quarters since. The position peaked at $6.26M in Q1 2022. 1,945 funds tracked by Wall St. Rank hold EMR as of Q3 2024.

  • Insight Folios held 10,992 shares of Emerson Electric worth $1.2M as of Q3 2024.
  • Insight Folios sold 132 Emerson Electric shares in Q3 2024, an estimated $14.2K.
  • Emerson Electric made up 0.43% of Insight Folios's portfolio in Q3 2024, its #36 holding.
  • Insight Folios first reported a position in Emerson Electric in Q4 2019 and has held it in 20 quarters since.
  • Insight Folios's Emerson Electric position peaked at $6.26M in Q1 2022.
  • 1,945 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.