Ironwood Investment Management’s Emerson Electric EMR Stock Holding History

Ironwood Investment Management’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 Q2	–	Sell	-6,000	Closed	-$681K	–	176
2024 Q1	$681K	Buy	6,000 +3,000	+100%	+$308K	0.33%	88
2023 Q4	$292K	Sell	3,000 -250	-8%	-$22.9K	0.15%	131
2023 Q3	$314K	Hold	3,250	–	–	0.19%	120
2023 Q2	$294K	Hold	3,250	–	–	0.17%	124
2023 Q1	$283K	Hold	3,250	–	–	0.18%	125
2022 Q4	$312K	Hold	3,250	–	–	0.21%	119
2022 Q3	$238K	Hold	3,250	–	–	0.17%	139
2022 Q2	$259K	Hold	3,250	–	–	0.17%	132
2022 Q1	$319K	Hold	3,250	–	–	0.17%	137
2021 Q4	$302K	Sell	3,250 -250	-7%	-$23.5K	0.15%	145
2021 Q3	$330K	Sell	3,500 -384	-10%	-$38.3K	0.17%	137
2021 Q2	$374K	Hold	3,884	–	–	0.19%	135
2021 Q1	$350K	Hold	3,884	–	–	0.19%	138
2020 Q4	$312K	Buy	3,884 +116	+3%	+$8.63K	0.18%	134
2020 Q3	$247K	Buy	+3,768	New	+$248K	0.18%	135

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Norges Bank Oslo, Norway $935B AUM

Ironwood Investment Management's EMR Position: Q2 2024 in Review

Ironwood Investment Management sold out of Emerson Electric (EMR) in Q2 2024, closing a stake of 6,000 shares — an estimated $681K sold.

Ironwood Investment Management first reported a position in EMR in Q3 2020 and held it in 15 quarters. The position peaked at $681K in Q1 2024. 1,951 funds tracked by Wall St. Rank hold EMR as of Q2 2024.

Ironwood Investment Management reported no remaining Emerson Electric position as of Q2 2024 after selling out during the quarter.
Ironwood Investment Management sold 6,000 Emerson Electric shares in Q2 2024, an estimated $681K.
Ironwood Investment Management first reported a position in Emerson Electric in Q3 2020 and held it in 15 quarters.
Ironwood Investment Management's Emerson Electric position peaked at $681K in Q1 2024.
1,951 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2024.

Based on Ironwood Investment Management's 13F filing for Q2 2024, filed 16 Aug 2024.