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Kiely Wealth Advisory Group’s Emerson Electric EMR Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$4.18K Hold
33
– – ﹤0.01% 254
2024
Q3 		$4.24K Hold
33
– – ﹤0.01% 259
2024
Q2 		$3.45K Buy
33
+13
+65% +$1.44K ﹤0.01% 256
2024
Q1 		$2.21K Buy
+20
New +$2.05K ﹤0.01% 249

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Kiely Wealth Advisory Group's EMR Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Emerson Electric (EMR) position steady in Q4 2024 at 33 shares worth $4.18K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Kiely Wealth Advisory Group first reported a position in EMR in Q1 2024 and has held it in 4 quarters since. The position peaked at $4.24K in Q3 2024. 2,120 funds tracked by Wall St. Rank hold EMR as of Q4 2024.

  • Kiely Wealth Advisory Group held 33 shares of Emerson Electric worth $4.18K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Emerson Electric share count unchanged in Q4 2024.
  • Emerson Electric made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #254 holding.
  • Kiely Wealth Advisory Group first reported a position in Emerson Electric in Q1 2024 and has held it in 4 quarters since.
  • Kiely Wealth Advisory Group's Emerson Electric position peaked at $4.24K in Q3 2024.
  • 2,120 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.