Jade Capital Advisors’s Emerson Electric EMR Stock Holding History

Jade Capital Advisors’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 Q4	–	Sell	-20,000	Closed	-$1.93M	–	87
2023 Q3	$1.93M	Sell	20,000 -5,000	-20%	-$476K	1.74%	19
2023 Q2	$2.26M	Buy	+25,000	New	+$2.1M	1.76%	24
2022 Q2	–	Sell	-30,000	Closed	-$2.94M	–	49
2022 Q1	$2.94M	Buy	+30,000	New	+$2.84M	1.57%	15

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Jade Capital Advisors's EMR Position: Q4 2023 in Review

Jade Capital Advisors sold out of Emerson Electric (EMR) in Q4 2023, closing a stake of 20,000 shares — an estimated $1.93M sold.

Jade Capital Advisors first reported a position in EMR in Q1 2022 and held it in 3 quarters. The position peaked at $2.94M in Q1 2022. 1,864 funds tracked by Wall St. Rank hold EMR as of Q4 2023.

Jade Capital Advisors reported no remaining Emerson Electric position as of Q4 2023 after selling out during the quarter.
Jade Capital Advisors sold 20,000 Emerson Electric shares in Q4 2023, an estimated $1.93M.
Jade Capital Advisors first reported a position in Emerson Electric in Q1 2022 and held it in 3 quarters.
Jade Capital Advisors's Emerson Electric position peaked at $2.94M in Q1 2022.
1,864 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2023.

Based on Jade Capital Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.