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Lake Street Advisors Group’s Emerson Electric EMR Stock Holding History

Lake Street Advisors 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 		$854K Buy
6,895
+196
+3% +$23.8K 0.04% 244
2024
Q3 		$733K Sell
6,699
-349
-5% -$37.5K 0.03% 264
2024
Q2 		$776K Sell
7,048
-14
-0.2% -$1.55K 0.04% 254
2024
Q1 		$801K Buy
7,062
+32
+0.5% +$3.29K 0.04% 261
2023
Q4 		$684K Buy
+7,030
New +$644K 0.03% 278
2023
Q3 		– Sell
-10,443
Closed -$944K – 352
2023
Q2 		$944K Buy
+10,443
New +$879K 0.05% 176
2022
Q2 		– Sell
-10,145
Closed -$995K – 323
2022
Q1 		$995K Buy
+10,145
New +$961K 0.06% 147
2021
Q3 		– Sell
-3,420
Closed -$356K – 293
2021
Q2 		$356K Sell
3,420
-24
-0.7% -$2.26K 0.03% 215
2021
Q1 		$311K Buy
3,444
+50
+1% +$4.3K 0.03% 229
2020
Q4 		$273K Sell
3,394
-2,471
-42% -$184K 0.02% 241
2020
Q3 		$385K Buy
5,865
+64
+1% +$4.22K 0.04% 168
2020
Q2 		$360K Buy
5,801
+560
+11% +$31.8K 0.04% 173
2020
Q1 		$250K Buy
5,241
+214
+4% +$14.1K 0.03% 198
2019
Q4 		$383K Buy
5,027
+54
+1% +$3.89K 0.04% 145
2019
Q3 		$333K Buy
4,973
+218
+5% +$13.7K 0.04% 134
2019
Q2 		$317K Buy
4,755
+105
+2% +$7.03K 0.03% 144
2019
Q1 		$318K Buy
4,650
+280
+6% +$18.4K 0.03% 146
2018
Q4 		$261K Buy
4,370
+167
+4% +$11.3K 0.03% 147
2018
Q3 		$322K Sell
4,203
-1,549
-27% -$114K 0.04% 129
2018
Q2 		$398K Sell
5,752
-1,391
-19% -$97.8K 0.04% 187
2018
Q1 		$488K Buy
7,143
+5
+0.1% +$356 0.05% 137
2017
Q4 		$497K Buy
+7,138
New +$463K 0.06% 143

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

Lake Street Advisors Group's EMR Position: Q4 2024 in Review

Lake Street Advisors Group increased its Emerson Electric (EMR) stake by 2.9% in Q4 2024, buying an estimated $23.8K and bringing the position to 6,895 shares worth $854K. The position accounts for 0.04% of the portfolio, ranked #244.

Lake Street Advisors Group first reported a position in EMR in Q4 2017 and has held it in 22 quarters since. The position peaked at $995K in Q1 2022. 2,121 funds tracked by Wall St. Rank hold EMR as of Q4 2024.

  • Lake Street Advisors Group held 6,895 shares of Emerson Electric worth $854K as of Q4 2024.
  • Lake Street Advisors Group bought 196 Emerson Electric shares in Q4 2024, an estimated $23.8K.
  • Emerson Electric made up 0.04% of Lake Street Advisors Group's portfolio in Q4 2024, its #244 holding.
  • Lake Street Advisors Group first reported a position in Emerson Electric in Q4 2017 and has held it in 22 quarters since.
  • Lake Street Advisors Group's Emerson Electric position peaked at $995K in Q1 2022.
  • 2,121 funds tracked by Wall St. Rank held Emerson Electric as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.