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Janiczek Wealth Management’s Emerson Electric EMR Stock Holding History

Janiczek Wealth 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 		$118K Hold
1,069
– – 0.02% 255
2024
Q1 		$121K Sell
1,069
-151
-12% -$15.5K 0.03% 260
2023
Q4 		$119K Sell
1,220
-547
-31% -$50.1K 0.03% 242
2023
Q3 		$171K Buy
1,767
+556
+46% +$53K 0.05% 163
2023
Q2 		$109K Sell
1,211
-3
-0.2% -$252 0.03% 200
2023
Q1 		$105K Sell
1,214
-34
-3% -$2.97K 0.03% 204
2022
Q4 		$122K Buy
1,248
+93
+8% +$8.36K 0.03% 194
2022
Q3 		$91K Buy
1,155
+584
+102% +$48.5K 0.03% 215
2022
Q2 		$51K Buy
571
+64
+13% +$5.64K 0.02% 302
2022
Q1 		$50K Sell
507
-122
-19% -$11.6K 0.01% 300
2021
Q4 		$58K Buy
629
+94
+18% +$8.85K 0.02% 282
2021
Q3 		$50K Sell
535
-10
-2% -$998 0.02% 286
2021
Q2 		$52K Buy
545
+14
+3% +$1.32K 0.02% 242
2021
Q1 		$48K Buy
531
+86
+19% +$7.4K 0.02% 233
2020
Q4 		$36K Buy
445
+280
+170% +$20.8K 0.02% 255
2020
Q3 		$11K Hold
165
– – 0.01% 225
2020
Q2 		$10K Buy
+165
New +$9.37K 0.01% 144

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Janiczek Wealth Management's EMR Position: Q2 2024 in Review

Janiczek Wealth Management held its Emerson Electric (EMR) position steady in Q2 2024 at 1,069 shares worth $118K. The position accounts for 0.02% of the portfolio, ranked #255.

Janiczek Wealth Management first reported a position in EMR in Q2 2020 and has held it in 17 quarters since. The position peaked at $171K in Q3 2023. 1,950 funds tracked by Wall St. Rank hold EMR as of Q2 2024.

  • Janiczek Wealth Management held 1,069 shares of Emerson Electric worth $118K as of Q2 2024.
  • Janiczek Wealth Management left its Emerson Electric share count unchanged in Q2 2024.
  • Emerson Electric made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #255 holding.
  • Janiczek Wealth Management first reported a position in Emerson Electric in Q2 2020 and has held it in 17 quarters since.
  • Janiczek Wealth Management's Emerson Electric position peaked at $171K in Q3 2023.
  • 1,950 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.