Intellectus Partners’s Emerson Electric EMR Stock Holding History

Intellectus Partners’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
2026 Q1	$293K	Buy	2,236 +154	+7%	+$22.1K	0.06%	245
2025 Q4	$276K	Buy	2,082 +100	+5%	+$13.3K	0.05%	244
2025 Q3	$260K	Hold	1,982	–	–	0.05%	250
2025 Q2	$264K	Hold	1,982	–	–	0.06%	242
2025 Q1	$217K	Hold	1,982	–	–	0.05%	250
2024 Q4	$246K	Hold	1,982	–	–	0.05%	240
2024 Q3	$217K	Hold	1,982	–	–	0.06%	249
2024 Q2	$218K	Hold	1,982	–	–	0.06%	239
2024 Q1	$225K	Buy	+1,982	New	+$204K	0.06%	238
2023 Q2	–	Sell	-10,298	Closed	-$897K	–	270
2023 Q1	$897K	Buy	10,298 +434	+4%	+$37.9K	0.28%	104
2022 Q4	$948K	Buy	9,864 +182	+2%	+$16.4K	0.33%	92
2022 Q3	$709K	Buy	9,682 +78	+0.8%	+$6.48K	0.25%	111
2022 Q2	$764K	Buy	9,604 +11	+0.1%	+$970	0.26%	105
2022 Q1	$941K	Sell	9,593 -190	-2%	-$18K	0.28%	92
2021 Q4	$909K	Sell	9,783 -397	-4%	-$37.4K	0.23%	112
2021 Q3	$959K	Sell	10,180 -515	-5%	-$51.4K	0.23%	117
2021 Q2	$1.03M	Sell	10,695 -1,054	-9%	-$99.1K	0.23%	118
2021 Q1	$1.06M	Buy	11,749 +37	+0.3%	+$3.18K	0.29%	103
2020 Q4	$941K	Buy	11,712 +1,219	+12%	+$90.6K	0.28%	110
2020 Q3	$688K	Sell	10,493 -953	-8%	-$62.8K	0.26%	113
2020 Q2	$710K	Buy	11,446 +779	+7%	+$44.2K	0.28%	115
2020 Q1	$508K	Buy	10,667 +2,360	+28%	+$155K	0.24%	119
2019 Q4	$633K	Buy	8,307 +12	+0.1%	+$865	0.26%	128
2019 Q3	$555K	Buy	8,295 +1,153	+16%	+$72.5K	0.24%	128
2019 Q2	$476K	Buy	7,142 +324	+5%	+$21.7K	0.21%	133
2019 Q1	$467K	Buy	6,818 +6,724	+7,153%	+$442K	0.2%	126
2018 Q4	$6K	Sell	94 -7,144	-99%	-$482K	﹤0.01%	218
2018 Q3	$554K	Buy	7,238 +179	+3%	+$13.2K	0.2%	132
2018 Q2	$488K	Buy	7,059 +1,095	+18%	+$77K	0.18%	139
2018 Q1	$407K	Buy	5,964 +3,870	+185%	+$276K	0.14%	159
2017 Q4	$146K	Sell	2,094 -4,016	-66%	-$260K	0.05%	245
2017 Q3	$384K	Buy	6,110 +4,016	+192%	+$242K	0.16%	151
2017 Q2	$125K	Buy	2,094 +7	+0.3%	+$415	0.06%	250
2017 Q1	$125K	Sell	2,087 -6,672	-76%	-$398K	0.06%	214
2016 Q4	$488K	Buy	+8,759	New	+$471K	0.25%	103