Institutional & Family Asset Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.75M | Sell |
43,103
-1,331
| -3% | -$147K | 0.73% | 36 |
|
|
2024
Q1 | $5.04M | Sell |
44,434
-202
| -0.5% | -$20.7K | 0.8% | 31 |
|
|
2023
Q4 | $4.34M | Sell |
44,636
-4,438
| -9% | -$406K | 0.71% | 44 |
|
|
2023
Q3 | $4.74M | Buy |
49,074
+17
| +0% | +$1.62K | 0.78% | 38 |
|
|
2023
Q2 | $4.43M | Buy |
49,057
+130
| +0.3% | +$10.9K | 0.72% | 48 |
|
|
2023
Q1 | $4.26M | Buy |
48,927
+1,198
| +3% | +$105K | 0.7% | 51 |
|
|
2022
Q4 | $4.58M | Buy |
47,729
+329
| +0.7% | +$29.6K | 0.76% | 42 |
|
|
2022
Q3 | $3.47M | Buy |
47,400
+1,551
| +3% | +$129K | 0.62% | 56 |
|
|
2022
Q2 | $3.65M | Buy |
45,849
+2,237
| +5% | +$197K | 0.63% | 53 |
|
|
2022
Q1 | $4.28M | Buy |
43,612
+615
| +1% | +$58.2K | 0.67% | 38 |
|
|
2021
Q4 | $4M | Buy |
42,997
+2,797
| +7% | +$263K | 0.62% | 52 |
|
|
2021
Q3 | $3.79M | Buy |
40,200
+211
| +0.5% | +$21.1K | 0.61% | 54 |
|
|
2021
Q2 | $3.85M | Buy |
39,989
+3,364
| +9% | +$316K | 0.63% | 53 |
|
|
2021
Q1 | $3.3M | Sell |
36,625
-3,095
| -8% | -$266K | 0.64% | 45 |
|
|
2020
Q4 | $3.19M | Sell |
39,720
-4,571
| -10% | -$340K | 0.67% | 45 |
|
|
2020
Q3 | $2.9M | Sell |
44,291
-14,693
| -25% | -$968K | 0.68% | 50 |
|
|
2020
Q2 | $3.66M | Sell |
58,984
-5,750
| -9% | -$327K | 0.76% | 32 |
|
|
2020
Q1 | $3.08M | Buy |
64,734
+21,153
| +49% | +$1.39M | 0.71% | 47 |
|
|
2019
Q4 | $3.32M | Sell |
43,581
-4,088
| -9% | -$295K | 0.7% | 45 |
|
|
2019
Q3 | $3.19M | Buy |
47,669
+915
| +2% | +$57.5K | 0.7% | 57 |
|
|
2019
Q2 | $3.12M | Sell |
46,754
-2,945
| -6% | -$197K | 0.67% | 60 |
|
|
2019
Q1 | $3.4M | Sell |
49,699
-2,175
| -4% | -$143K | 0.72% | 51 |
|
|
2018
Q4 | $3.1M | Buy |
51,874
+2,535
| +5% | +$171K | 0.69% | 49 |
|
|
2018
Q3 | $3.78M | Sell |
49,339
-152
| -0.3% | -$11.2K | 0.75% | 43 |
|
|
2018
Q2 | $3.42M | Sell |
49,491
-1,333
| -3% | -$93.7K | 0.71% | 48 |
|
|
2018
Q1 | $3.47M | Sell |
50,824
-18,892
| -27% | -$1.35M | 0.73% | 44 |
|
|
2017
Q4 | $4.86M | Buy |
69,716
+4,645
| +7% | +$301K | 0.93% | 24 |
|
|
2017
Q3 | $4.09M | Sell |
65,071
-1,402
| -2% | -$84.6K | 0.82% | 37 |
|
|
2017
Q2 | $3.96M | Buy |
66,473
+1,109
| +2% | +$65.8K | 0.97% | 30 |
|
|
2017
Q1 | $3.91M | Sell |
65,364
-3,433
| -5% | -$205K | 1.22% | 30 |
|
|
2016
Q4 | $3.83M | Buy |
68,797
+2,529
| +4% | +$136K | 1.21% | 31 |
|
|
2016
Q3 | $3.61M | Buy |
66,268
+6,647
| +11% | +$356K | 1.2% | 29 |
|
|
2016
Q2 | $3.11M | Buy |
59,621
+2,800
| +5% | +$149K | 1.08% | 48 |
|
|
2016
Q1 | $2.72M | Sell |
56,821
-135
| -0.2% | -$6.51K | 1.02% | 34 |
|
|
2015
Q4 | $2.72M | Buy |
+56,956
| New | +$2.71M | 1.02% | 32 |
|
Other funds holding EMR
Institutional & Family Asset Management's EMR Position: Q2 2024 in Review
Institutional & Family Asset Management reduced its Emerson Electric (EMR) stake by 3% in Q2 2024, selling an estimated $147K and leaving 43,103 shares worth $4.75M. The position accounts for 0.73% of the portfolio, ranked #36.
Institutional & Family Asset Management first reported a position in EMR in Q4 2015 and has held it in 35 quarters since. The position peaked at $5.04M in Q1 2024. 1,950 funds tracked by Wall St. Rank hold EMR as of Q2 2024.
- Institutional & Family Asset Management held 43,103 shares of Emerson Electric worth $4.75M as of Q2 2024.
- Institutional & Family Asset Management sold 1,331 Emerson Electric shares in Q2 2024, an estimated $147K.
- Emerson Electric made up 0.73% of Institutional & Family Asset Management's portfolio in Q2 2024, its #36 holding.
- Institutional & Family Asset Management first reported a position in Emerson Electric in Q4 2015 and has held it in 35 quarters since.
- Institutional & Family Asset Management's Emerson Electric position peaked at $5.04M in Q1 2024.
- 1,950 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2024.
Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.