Kovitz Investment Group Partners’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.74M | Buy |
73,081
+5,816
| +9% | +$775K | 0.04% | 314 |
|
|
2025
Q1 | $7.37M | Buy |
67,265
+7,837
| +13% | +$859K | 0.04% | 327 |
|
|
2024
Q4 | $7.37M | Buy |
59,428
+2,582
| +5% | +$320K | 0.04% | 328 |
|
|
2024
Q3 | $5.44M | Buy |
56,846
+52,880
| +1,333% | +$5.06M | 0.04% | 328 |
|
|
2024
Q2 | $437K | Sell |
3,966
-114
| -3% | -$12.6K | ﹤0.01% | 669 |
|
|
2024
Q1 | $463K | Buy |
+4,080
| New | +$463K | 0.01% | 513 |
|
|
2023
Q2 | – | Sell |
-6,049
| Closed | -$527K | – | 413 |
|
|
2023
Q1 | $527K | Buy |
6,049
+401
| +7% | +$34.9K | 0.01% | 340 |
|
|
2022
Q4 | $543K | Hold |
5,648
| – | – | 0.01% | 329 |
|
|
2022
Q3 | $414K | Sell |
5,648
-3,608
| -39% | -$264K | 0.01% | 334 |
|
|
2022
Q2 | $736K | Sell |
9,256
-9,833
| -52% | -$782K | 0.02% | 311 |
|
|
2022
Q1 | $1.87M | Buy |
19,089
+13,739
| +257% | +$1.35M | 0.04% | 231 |
|
|
2021
Q4 | $430K | Sell |
5,350
-14,674
| -73% | -$1.18M | 0.01% | 336 |
|
|
2021
Q3 | $1.89M | Hold |
20,024
| – | – | 0.04% | 239 |
|
|
2021
Q2 | $1.93M | Buy |
20,024
+14,674
| +274% | +$1.41M | 0.04% | 243 |
|
|
2021
Q1 | $483K | Hold |
5,350
| – | – | 0.01% | 331 |
|
|
2020
Q4 | $430K | Buy |
5,350
+200
| +4% | +$16.1K | 0.01% | 333 |
|
|
2020
Q3 | $338K | Hold |
5,150
| – | – | 0.01% | 340 |
|
|
2020
Q2 | $319K | Buy |
+5,150
| New | +$319K | 0.01% | 328 |
|
|
2017
Q2 | – | Sell |
-4,960
| Closed | -$297K | – | 154 |
|
|
2017
Q1 | $297K | Sell |
4,960
-1,190
| -19% | -$71.3K | 0.02% | 112 |
|
|
2016
Q4 | $343K | Sell |
6,150
-1,107
| -15% | -$61.7K | 0.02% | 98 |
|
|
2016
Q3 | $396K | Hold |
7,257
| – | – | 0.02% | 105 |
|
|
2016
Q2 | $379K | Sell |
7,257
-100
| -1% | -$5.22K | 0.03% | 108 |
|
|
2016
Q1 | $400K | Buy |
+7,357
| New | +$400K | 0.02% | 110 |
|