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Investment Partners’s Emerson Electric EMR Stock Holding History

Investment 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
2023
Q1 		– Sell
-3,539
Closed -$340K – 141
2022
Q4 		$340K Sell
3,539
-3,423
-49% -$308K 0.18% 109
2022
Q3 		$510K Buy
6,962
+3,489
+100% +$290K 0.15% 133
2022
Q2 		$276K Buy
3,473
+5
+0.1% +$441 0.13% 124
2022
Q1 		$340K Sell
3,468
-236
-6% -$22.3K 0.14% 120
2021
Q4 		$344K Buy
3,704
+565
+18% +$53.2K 0.14% 122
2021
Q3 		$296K Buy
3,139
+774
+33% +$77.2K 0.13% 133
2021
Q2 		$228K Buy
+2,365
New +$222K 0.1% 155
2018
Q3 		– Sell
-3,016
Closed -$209K – 140
2018
Q2 		$209K Buy
3,016
+16
+0.5% +$1.12K 0.16% 141
2018
Q1 		$205K Buy
+3,000
New +$214K 0.15% 142
2017
Q3 		– Sell
-3,427
Closed -$204K – 124
2017
Q2 		$204K Buy
3,427
+3
+0.1% +$178 0.19% 115
2017
Q1 		$205K Sell
3,424
-414
-11% -$24.7K 0.2% 104
2016
Q4 		$214K Sell
3,838
-6,757
-64% -$363K 0.21% 102
2016
Q3 		$578K Buy
10,595
+6,413
+153% +$344K 0.33% 84
2016
Q2 		$218K Sell
4,182
-2,701
-39% -$143K 0.22% 102
2016
Q1 		$329K Buy
+6,883
New +$332K 0.21% 115
2015
Q2 		– Sell
-9,018
Closed -$511K – 101
2015
Q1 		$511K Sell
9,018
-443
-5% -$25.7K 0.56% 63
2014
Q4 		$580K Buy
+9,461
New +$593K 0.67% 56

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Investment Partners's EMR Position: Q1 2023 in Review

Investment Partners sold out of Emerson Electric (EMR) in Q1 2023, closing a stake of 3,539 shares — an estimated $340K sold.

Investment Partners first reported a position in EMR in Q4 2014 and held it in 17 quarters. The position peaked at $580K in Q4 2014. 1,752 funds tracked by Wall St. Rank hold EMR as of Q1 2023.

  • Investment Partners reported no remaining Emerson Electric position as of Q1 2023 after selling out during the quarter.
  • Investment Partners sold 3,539 Emerson Electric shares in Q1 2023, an estimated $340K.
  • Investment Partners first reported a position in Emerson Electric in Q4 2014 and held it in 17 quarters.
  • Investment Partners's Emerson Electric position peaked at $580K in Q4 2014.
  • 1,752 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2023.

Based on Investment Partners's 13F filing for Q1 2023, filed 8 May 2023.